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JPL Wealth Management’s Barclays BCS Stock Holding History

JPL Wealth Management’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 		$8.06K Buy
300
+84
+39% +$2.03K ﹤0.01% 646
2026
Q1 		$4.57K Buy
+216
New +$5.27K ﹤0.01% 718
2025
Q4 		– Sell
-215
Closed -$4.45K – 222
2025
Q3 		$4.45K Buy
+215
New +$4.26K ﹤0.01% 690

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JPL Wealth Management's BCS Position: Q2 2026 in Review

JPL Wealth Management increased its Barclays (BCS) stake by 39% in Q2 2026, buying an estimated $2.03K and bringing the position to 300 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

JPL Wealth Management first reported a position in BCS in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • JPL Wealth Management held 300 shares of Barclays worth $8.06K as of Q2 2026.
  • JPL Wealth Management bought 84 Barclays shares in Q2 2026, an estimated $2.03K.
  • Barclays made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #646 holding.
  • JPL Wealth Management first reported a position in Barclays in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.