PCS
BCS icon

Personal CFO Solutions’s Barclays BCS Stock Holding History

Personal CFO Solutions’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 		$838K Sell
31,188
-140
-0.4% -$3.38K 0.12% 151
2026
Q1 		$663K Buy
31,328
+2,175
+7% +$53K 0.09% 200
2025
Q4 		$742K Sell
29,153
-377
-1% -$8.35K 0.12% 161
2025
Q3 		$610K Sell
29,530
-165
-0.6% -$3.27K 0.11% 192
2025
Q2 		$552K Buy
29,695
+1,293
+5% +$21.4K 0.1% 199
2025
Q1 		$436K Sell
28,402
-3,463
-11% -$51.8K 0.09% 234
2024
Q4 		$423K Sell
31,865
-1,291
-4% -$16.7K 0.08% 235
2024
Q3 		$403K Buy
33,156
+17,250
+108% +$202K 0.06% 317
2024
Q2 		$170K Buy
15,906
+279
+2% +$2.9K 0.03% 518
2024
Q1 		$148K Buy
15,627
+412
+3% +$3.37K 0.02% 533
2023
Q4 		$120K Buy
15,215
+3,557
+31% +$25.6K 0.02% 503
2023
Q3 		$90.8K Buy
+11,658
New +$90.5K 0.02% 448
2022
Q2 		– Sell
-28,387
Closed -$224K – 438
2022
Q1 		$224K Sell
28,387
-123
-0.4% -$1.25K 0.04% 412
2021
Q4 		$295K Buy
28,510
+3,570
+14% +$37.4K 0.06% 329
2021
Q3 		$257K Buy
+24,940
New +$248K 0.05% 344

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

Personal CFO Solutions's BCS Position: Q2 2026 in Review

Personal CFO Solutions reduced its Barclays (BCS) stake by 0.45% in Q2 2026, selling an estimated $3.38K and leaving 31,188 shares worth $838K. The position accounts for 0.12% of the portfolio, ranked #151.

Personal CFO Solutions first reported a position in BCS in Q3 2021 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Personal CFO Solutions held 31,188 shares of Barclays worth $838K as of Q2 2026.
  • Personal CFO Solutions sold 140 Barclays shares in Q2 2026, an estimated $3.38K.
  • Barclays made up 0.12% of Personal CFO Solutions's portfolio in Q2 2026, its #151 holding.
  • Personal CFO Solutions first reported a position in Barclays in Q3 2021 and has held it in 15 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.