QWM
BCS icon

QP Wealth Management’s Barclays BCS Stock Holding History

QP 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 		– Sell
-15,109
Closed -$320K – 72
2026
Q1 		$320K Sell
15,109
-7,546
-33% -$184K 0.55% 56
2025
Q4 		$577K Buy
+22,655
New +$502K 0.51% 46

Other funds holding BCS

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

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

QP Wealth Management sold out of Barclays (BCS) in Q2 2026, closing a stake of 15,109 shares — an estimated $320K sold.

QP Wealth Management first reported a position in BCS in Q4 2025 and held it in 2 quarters. The position peaked at $577K in Q4 2025. 176 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • QP Wealth Management reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
  • QP Wealth Management sold 15,109 Barclays shares in Q2 2026, an estimated $320K.
  • QP Wealth Management first reported a position in Barclays in Q4 2025 and held it in 2 quarters.
  • QP Wealth Management's Barclays position peaked at $577K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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