ORG Wealth Partners’s Barclays BCS Stock Holding History

ORG Wealth Partners’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	$17.8K	Hold	664	–	–	﹤0.01%	455
2026 Q1	$14K	Buy	664 +335	+102%	+$8.17K	﹤0.01%	462
2025 Q4	$8.37K	Buy	329 +19	+6%	+$421	﹤0.01%	484
2025 Q3	$6.41K	Sell	310 -12	-4%	-$238	﹤0.01%	503
2025 Q2	$5.9K	Hold	322	–	–	﹤0.01%	534
2025 Q1	$4.96K	Sell	322 -19	-6%	-$284	﹤0.01%	614
2024 Q4	$4.53K	Hold	341	–	–	﹤0.01%	423
2024 Q3	$4.14K	Buy	+341	New	+$3.99K	﹤0.01%	412

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

ORG Wealth Partners's BCS Position: Q2 2026 in Review

ORG Wealth Partners held its Barclays (BCS) position steady in Q2 2026 at 664 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

ORG Wealth Partners first reported a position in BCS in Q3 2024 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

ORG Wealth Partners held 664 shares of Barclays worth $17.8K as of Q2 2026.
ORG Wealth Partners left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #455 holding.
ORG Wealth Partners first reported a position in Barclays in Q3 2024 and has held it in 8 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.