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Legacy Wealth Asset Management’s Barclays BCS Stock Holding History

Legacy Wealth Asset 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
Q3 		$992K Sell
40,869
-466
-1% -$12.5K 0.22% 131
2026
Q2 		$1.11M Sell
41,335
-642
-2% -$15.5K 0.24% 114
2026
Q1 		$888K Sell
41,977
-2,042
-5% -$49.8K 0.22% 140
2025
Q4 		$1.12M Sell
44,019
-4,279
-9% -$94.8K 0.28% 100
2025
Q3 		$998K Sell
48,298
-997
-2% -$19.7K 0.24% 112
2025
Q2 		$916K Sell
49,295
-5,428
-10% -$89.8K 0.23% 110
2025
Q1 		$841K Sell
54,723
-2,726
-5% -$40.8K 0.23% 111
2024
Q4 		$763K Sell
57,449
-3,199
-5% -$41.4K 0.21% 132
2024
Q3 		$737K Sell
60,648
-1,351
-2% -$15.8K 0.2% 148
2024
Q2 		$664K Buy
61,999
+376
+0.6% +$3.91K 0.19% 161
2024
Q1 		$582K Buy
61,623
+1,237
+2% +$10.1K 0.16% 202
2023
Q4 		$476K Buy
60,386
+854
+1% +$6.15K 0.16% 232
2023
Q3 		$464K Buy
59,532
+1,534
+3% +$11.9K 0.17% 215
2023
Q2 		$456K Buy
57,998
+357
+0.6% +$2.76K 0.16% 218
2023
Q1 		$414K Buy
57,641
+11,779
+26% +$97.4K 0.15% 246
2022
Q4 		$358K Buy
45,862
+10,388
+29% +$75.7K 0.14% 271
2022
Q3 		$227K Sell
35,474
-132,993
-79% -$1.02M 0.1% 295
2022
Q2 		$1.28M Sell
168,467
-9,422
-5% -$74K 0.52% 43
2022
Q1 		$1.41M Buy
177,889
+26,785
+18% +$273K 0.5% 50
2021
Q4 		$1.56M Buy
+151,104
New +$1.58M 0.53% 30

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Legacy Wealth Asset Management's BCS Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Barclays (BCS) stake by 1.1% in Q3 2026, selling an estimated $12.5K and leaving 40,869 shares worth $992K. The position accounts for 0.22% of the portfolio, ranked #131.

Legacy Wealth Asset Management first reported a position in BCS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q4 2021. 43 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Legacy Wealth Asset Management held 40,869 shares of Barclays worth $992K as of Q3 2026.
  • Legacy Wealth Asset Management sold 466 Barclays shares in Q3 2026, an estimated $12.5K.
  • Barclays made up 0.22% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #131 holding.
  • Legacy Wealth Asset Management first reported a position in Barclays in Q4 2021 and has held it in 20 quarters since.
  • Legacy Wealth Asset Management's Barclays position peaked at $1.56M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.