Johnson Financial Group Inc (Wisconsin)’s Barclays BCS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.85K	Hold	255	–	–	﹤0.01%	661
2026 Q1	$5.4K	Hold	255	–	–	﹤0.01%	686
2025 Q4	$6.49K	Sell	255 -1,894	-88%	-$42K	﹤0.01%	684
2025 Q3	$44.4K	Buy	+2,149	New	+$42.5K	﹤0.01%	621
2024 Q2	–	Sell	-169	Closed	-$1.64K	–	838
2024 Q1	$1.64K	Hold	169	–	–	﹤0.01%	652
2023 Q4	$1.33K	Buy	+169	New	+$1.22K	﹤0.01%	774
2015 Q1	–	Sell	-312	Closed	-$4K	–	831
2014 Q4	$4K	Hold	312	–	–	﹤0.01%	714
2014 Q3	$4K	Sell	312 -1	-0.3%	-$14	﹤0.01%	671
2014 Q2	$4K	Hold	313	–	–	﹤0.01%	650
2014 Q1	$5K	Hold	313	–	–	﹤0.01%	632
2013 Q4	$5K	Sell	313 -12,974	-98%	-$205K	﹤0.01%	621
2013 Q3	$53K	Buy	13,287 +12,947	+3,808%	+$203K	0.02%	387
2013 Q2	$5K	Buy	+340	New	+$5.37K	﹤0.01%	613

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BCS Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Barclays (BCS) position steady in Q2 2026 at 255 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Johnson Financial Group Inc (Wisconsin) first reported a position in BCS in Q2 2013 and has held it in 13 quarters since. The position peaked at $53K in Q3 2013. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 255 shares of Barclays worth $6.85K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #661 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Barclays in Q2 2013 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Barclays position peaked at $53K in Q3 2013.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.