Journey Strategic Wealth’s Barclays BCS Stock Holding History

Journey Strategic Wealth’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 Q1	$217K	Buy	10,264 +96	+0.9%	+$2.34K	0.01%	726
2025 Q4	$259K	Sell	10,168 -340	-3%	-$7.53K	0.01%	575
2025 Q3	$217K	Sell	10,508 -39	-0.4%	-$772	0.01%	625
2025 Q2	$196K	Sell	10,547 -7,956	-43%	-$132K	0.01%	628
2025 Q1	$284K	Sell	18,503 -7,054	-28%	-$106K	0.01%	348
2024 Q4	$340K	Buy	25,557 +14,116	+123%	+$183K	0.01%	304
2024 Q3	$139K	Sell	11,441 -16	-0.1%	-$187	0.01%	494
2024 Q2	$123K	Sell	11,457 -1,469	-11%	-$15.3K	0.01%	388
2024 Q1	$122K	Buy	+12,926	New	+$106K	0.01%	306

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's BCS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Barclays (BCS) stake by 0.94% in Q1 2026, buying an estimated $2.34K and bringing the position to 10,264 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #726.

Journey Strategic Wealth first reported a position in BCS in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q4 2024. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

Journey Strategic Wealth held 10,264 shares of Barclays worth $217K as of Q1 2026.
Journey Strategic Wealth bought 96 Barclays shares in Q1 2026, an estimated $2.34K.
Barclays made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #726 holding.
Journey Strategic Wealth first reported a position in Barclays in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's Barclays position peaked at $340K in Q4 2024.
508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.