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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Retirement Wealth Solutions's BCS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Barclays (BCS) stake by 1.1% in Q2 2026, buying an estimated $145 and bringing the position to 567 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #182.

Retirement Wealth Solutions first reported a position in BCS in Q3 2025 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Retirement Wealth Solutions held 567 shares of Barclays worth $15.2K as of Q2 2026.
  • Retirement Wealth Solutions bought 6 Barclays shares in Q2 2026, an estimated $145.
  • Barclays made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #182 holding.
  • Retirement Wealth Solutions first reported a position in Barclays in Q3 2025 and has held it in 4 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.