Perigon Wealth Management’s Barclays BCS Stock Holding History

Perigon Wealth 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 Q2	$268K	Buy	9,968 +405	+4%	+$9.77K	﹤0.01%	1190
2026 Q1	$202K	Buy	9,563 +700	+8%	+$17.1K	﹤0.01%	1219
2025 Q4	$226K	Buy	+8,863	New	+$196K	﹤0.01%	1172
2025 Q2	–	Sell	-10,844	Closed	-$167K	–	1060
2025 Q1	$167K	Sell	10,844 -969	-8%	-$14.5K	﹤0.01%	983
2024 Q4	$165K	Buy	+11,813	New	+$153K	﹤0.01%	1001
2022 Q2	–	Sell	-41,895	Closed	-$331K	–	576
2022 Q1	$331K	Buy	+41,895	New	+$427K	0.02%	438
2021 Q1	–	Sell	-3,663	Closed	-$29K	–	538
2020 Q4	$29K	Buy	+3,663	New	+$24.5K	﹤0.01%	905
2017 Q1	–	Sell	-1,940	Closed	-$21K	–	620
2016 Q4	$21K	Sell	1,940 -138	-7%	-$1.3K	﹤0.01%	460
2016 Q3	$17K	Buy	2,078 +1,939	+1,395%	+$15.3K	﹤0.01%	418
2016 Q2	$1K	Hold	139	–	–	﹤0.01%	428
2016 Q1	$1K	Buy	+139	New	+$1.29K	﹤0.01%	259

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

Perigon Wealth Management's BCS Position: Q2 2026 in Review

Perigon Wealth Management increased its Barclays (BCS) stake by 4.2% in Q2 2026, buying an estimated $9.77K and bringing the position to 9,968 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Perigon Wealth Management first reported a position in BCS in Q1 2016 and has held it in 11 quarters since. The position peaked at $331K in Q1 2022. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Perigon Wealth Management held 9,968 shares of Barclays worth $268K as of Q2 2026.
Perigon Wealth Management bought 405 Barclays shares in Q2 2026, an estimated $9.77K.
Barclays made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1190 holding.
Perigon Wealth Management first reported a position in Barclays in Q1 2016 and has held it in 11 quarters since.
Perigon Wealth Management's Barclays position peaked at $331K in Q1 2022.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.