Landmark Wealth Management (New York)’s Barclays BCS Stock Holding History

Landmark Wealth Management (New York)’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	$1.29M	Buy	47,900 +5,200	+12%	+$125K	0.31%	63
2026 Q1	$904K	Buy	+42,700	New	+$1.04M	0.24%	75

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

Landmark Wealth Management (New York)'s BCS Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Barclays (BCS) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 47,900 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #63.

Landmark Wealth Management (New York) first reported a position in BCS in Q1 2026 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Landmark Wealth Management (New York) held 47,900 shares of Barclays worth $1.29M as of Q2 2026.
Landmark Wealth Management (New York) bought 5,200 Barclays shares in Q2 2026, an estimated $125K.
Barclays made up 0.31% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #63 holding.
Landmark Wealth Management (New York) first reported a position in Barclays in Q1 2026 and has held it in 2 quarters since.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.