Parr McKnight Wealth Management Group’s Barclays BCS Stock Holding History

Parr McKnight Wealth Management Group’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	$4.44M	Sell	165,211 -11,209	-6%	-$270K	0.53%	55
2026 Q1	$3.73M	Buy	176,420 +32,201	+22%	+$785K	0.49%	64
2025 Q4	$3.67M	Sell	144,219 -6,181	-4%	-$137K	0.48%	68
2025 Q3	$3.11M	Sell	150,400 -2,548	-2%	-$50.4K	0.41%	79
2025 Q2	$2.84M	Sell	152,948 -167	-0.1%	-$2.76K	0.39%	84
2025 Q1	$2.35M	Buy	+153,115	New	+$2.29M	0.34%	102

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

Parr McKnight Wealth Management Group's BCS Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Barclays (BCS) stake by 6.4% in Q2 2026, selling an estimated $270K and leaving 165,211 shares worth $4.44M. The position accounts for 0.53% of the portfolio, ranked #55.

Parr McKnight Wealth Management Group first reported a position in BCS in Q1 2025 and has held it in 6 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Parr McKnight Wealth Management Group held 165,211 shares of Barclays worth $4.44M as of Q2 2026.
Parr McKnight Wealth Management Group sold 11,209 Barclays shares in Q2 2026, an estimated $270K.
Barclays made up 0.53% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #55 holding.
Parr McKnight Wealth Management Group first reported a position in Barclays in Q1 2025 and has held it in 6 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.