Opal Wealth Advisors’s Barclays BCS Stock Holding History

Opal Wealth Advisors’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	–	Sell	-1,394	Closed	-$29.5K	–	262
2026 Q1	$29.5K	Buy	+1,394	New	+$34K	0.01%	510
2025 Q3	–	Sell	-2,876	Closed	-$53.5K	–	231
2025 Q2	$53.5K	Buy	+2,876	New	+$47.6K	0.01%	369
2024 Q3	–	Sell	-835	Closed	-$8.94K	–	291
2024 Q2	$8.94K	Buy	+835	New	+$8.68K	﹤0.01%	678

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

Opal Wealth Advisors's BCS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Barclays (BCS) in Q2 2026, closing a stake of 1,394 shares — an estimated $29.5K sold.

Opal Wealth Advisors first reported a position in BCS in Q2 2024 and held it in 3 quarters. The position peaked at $53.5K in Q2 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Opal Wealth Advisors reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,394 Barclays shares in Q2 2026, an estimated $29.5K.
Opal Wealth Advisors first reported a position in Barclays in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's Barclays position peaked at $53.5K in Q2 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.