Kestra Private Wealth Services’s Barclays BCS Stock Holding History

Kestra Private Wealth Services’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	$1.31M	Buy	48,839 +6,266	+15%	+$151K	0.01%	765
2026 Q1	$901K	Buy	42,573 +17,298	+68%	+$422K	0.01%	886
2025 Q4	$643K	Buy	25,275 +1,787	+8%	+$39.6K	0.01%	1023
2025 Q3	$486K	Sell	23,488 -23,289	-50%	-$461K	0.01%	1115
2025 Q2	$870K	Buy	+46,777	New	+$774K	0.01%	794
2020 Q4	–	Sell	-11,000	Closed	-$55K	–	741
2020 Q3	$55K	Buy	+11,000	New	+$60.8K	﹤0.01%	668

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

Kestra Private Wealth Services's BCS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Barclays (BCS) stake by 15% in Q2 2026, buying an estimated $151K and bringing the position to 48,839 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #765.

Kestra Private Wealth Services first reported a position in BCS in Q3 2020 and has held it in 6 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Kestra Private Wealth Services held 48,839 shares of Barclays worth $1.31M as of Q2 2026.
Kestra Private Wealth Services bought 6,266 Barclays shares in Q2 2026, an estimated $151K.
Barclays made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #765 holding.
Kestra Private Wealth Services first reported a position in Barclays in Q3 2020 and has held it in 6 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.