Principia Wealth Advisory’s Barclays BCS Stock Holding History

Principia Wealth Advisory’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	$7.66K	Buy	285 +58	+26%	+$1.4K	﹤0.01%	286
2026 Q1	$4.8K	Buy	227 +34	+18%	+$829	﹤0.01%	308
2025 Q4	$4.91K	Sell	193 -1	-0.5%	-$22	﹤0.01%	276
2025 Q3	$4.01K	Buy	194 +123	+173%	+$2.44K	﹤0.01%	304
2025 Q2	$1.32K	Buy	+71	New	+$1.18K	﹤0.01%	491

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

Principia Wealth Advisory's BCS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Barclays (BCS) stake by 26% in Q2 2026, buying an estimated $1.4K and bringing the position to 285 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Principia Wealth Advisory first reported a position in BCS in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Principia Wealth Advisory held 285 shares of Barclays worth $7.66K as of Q2 2026.
Principia Wealth Advisory bought 58 Barclays shares in Q2 2026, an estimated $1.4K.
Barclays made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #286 holding.
Principia Wealth Advisory first reported a position in Barclays in Q2 2025 and has held it in 5 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.