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Retirement Wealth Solutions’s Barclays BCS Stock Holding History

Retirement Wealth 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
Q3 		$13.2K Sell
544
-23
-4% -$619 0.01% 231
2026
Q2 		$15.2K Buy
567
+6
+1% +$145 0.01% 182
2026
Q1 		$11.9K Buy
561
+68
+14% +$1.66K 0.01% 192
2025
Q4 		$12.5K Buy
493
+151
+44% +$3.35K 0.01% 206
2025
Q3 		$7.07K Buy
+342
New +$6.77K ﹤0.01% 261

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Retirement Wealth Solutions's BCS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Barclays (BCS) stake by 4.1% in Q3 2026, selling an estimated $619 and leaving 544 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #231.

Retirement Wealth Solutions first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.2K in Q2 2026. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Retirement Wealth Solutions held 544 shares of Barclays worth $13.2K as of Q3 2026.
  • Retirement Wealth Solutions sold 23 Barclays shares in Q3 2026, an estimated $619.
  • Barclays made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #231 holding.
  • Retirement Wealth Solutions first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Barclays position peaked at $15.2K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.