Physician Wealth Advisors’s Barclays BCS Stock Holding History

Physician 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	$5.1K	Sell	190 -54	-22%	-$1.3K	﹤0.01%	1087
2026 Q1	$5.16K	Buy	244 +25	+11%	+$610	﹤0.01%	996
2025 Q4	$5.57K	Buy	219 +37	+20%	+$820	﹤0.01%	948
2025 Q3	$3.76K	Hold	182	–	–	﹤0.01%	1001
2025 Q2	$3.38K	Buy	182 +77	+73%	+$1.27K	﹤0.01%	895
2025 Q1	$1.61K	Hold	105	–	–	﹤0.01%	918
2024 Q4	$1.4K	Buy	+105	New	+$1.36K	﹤0.01%	887

Other funds holding BCS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Barclays (BCS) stake by 22% in Q2 2026, selling an estimated $1.3K and leaving 190 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Physician Wealth Advisors first reported a position in BCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.57K in Q4 2025. 212 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Physician Wealth Advisors held 190 shares of Barclays worth $5.1K as of Q2 2026.
Physician Wealth Advisors sold 54 Barclays shares in Q2 2026, an estimated $1.3K.
Barclays made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1087 holding.
Physician Wealth Advisors first reported a position in Barclays in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Barclays position peaked at $5.57K in Q4 2025.
212 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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