Private Wealth Asset Management’s Barclays BCS Stock Holding History

Private Wealth Asset 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	$2.28K	Hold	85	–	–	﹤0.01%	848
2026 Q1	$1.8K	Hold	85	–	–	﹤0.01%	851
2025 Q4	$2.16K	Hold	85	–	–	﹤0.01%	829
2025 Q3	$1.76K	Hold	85	–	–	﹤0.01%	824
2025 Q2	$1.58K	Hold	85	–	–	﹤0.01%	829
2025 Q1	$1.31K	Buy	+85	New	+$1.27K	﹤0.01%	838

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

Private Wealth Asset Management's BCS Position: Q2 2026 in Review

Private Wealth Asset Management held its Barclays (BCS) position steady in Q2 2026 at 85 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Private Wealth Asset Management first reported a position in BCS in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Private Wealth Asset Management held 85 shares of Barclays worth $2.28K as of Q2 2026.
Private Wealth Asset Management left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #848 holding.
Private Wealth Asset Management first reported a position in Barclays in Q1 2025 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.