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NewEdge Wealth’s Barclays BCS Stock Holding History

NewEdge 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
Q2 		$2.07M Sell
77,160
-1,861
-2% -$44.9K 0.02% 453
2026
Q1 		$1.67M Buy
79,021
+7,424
+10% +$181K 0.02% 485
2025
Q4 		$1.82M Buy
71,597
+7,738
+12% +$171K 0.02% 471
2025
Q3 		$1.36M Buy
63,859
+4,463
+8% +$88.4K 0.02% 487
2025
Q2 		$1.17M Buy
59,396
+7,084
+14% +$117K 0.02% 495
2025
Q1 		$804K Sell
52,312
-5,294
-9% -$79.3K 0.01% 525
2024
Q4 		$766K Buy
57,606
+26,832
+87% +$348K 0.01% 539
2024
Q3 		$374K Buy
30,774
+7,041
+30% +$82.4K 0.01% 677
2024
Q2 		$254K Buy
23,733
+9,651
+69% +$100K 0.01% 677
2024
Q1 		$144K Buy
+14,082
New +$115K ﹤0.01% 785
2023
Q4 		– Sell
-82,866
Closed -$646K – 738
2023
Q3 		$646K Buy
82,866
+23,459
+39% +$182K 0.02% 427
2023
Q2 		$467K Buy
59,407
+23,957
+68% +$185K 0.02% 466
2023
Q1 		$255K Buy
+35,450
New +$293K 0.01% 537

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

NewEdge Wealth's BCS Position: Q2 2026 in Review

NewEdge Wealth reduced its Barclays (BCS) stake by 2.4% in Q2 2026, selling an estimated $44.9K and leaving 77,160 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #453.

NewEdge Wealth first reported a position in BCS in Q1 2023 and has held it in 13 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • NewEdge Wealth held 77,160 shares of Barclays worth $2.07M as of Q2 2026.
  • NewEdge Wealth sold 1,861 Barclays shares in Q2 2026, an estimated $44.9K.
  • Barclays made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #453 holding.
  • NewEdge Wealth first reported a position in Barclays in Q1 2023 and has held it in 13 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.