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Ritholtz Wealth Management’s Barclays BCS Stock Holding History

Ritholtz 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 		$7.16M Buy
266,490
+16,457
+7% +$397K 0.11% 119
2026
Q1 		$5.29M Sell
250,033
-4,977
-2% -$121K 0.09% 149
2025
Q4 		$6.49M Buy
255,010
+25,063
+11% +$555K 0.12% 106
2025
Q3 		$4.75M Buy
229,947
+18,514
+9% +$367K 0.09% 143
2025
Q2 		$3.93M Sell
211,433
-2,963
-1% -$49K 0.09% 144
2025
Q1 		$3.29M Sell
214,396
-2,026
-0.9% -$30.3K 0.1% 149
2024
Q4 		$2.88M Sell
216,422
-4,979
-2% -$64.5K 0.08% 153
2024
Q3 		$2.69M Buy
221,401
+24,004
+12% +$281K 0.08% 172
2024
Q2 		$2.11M Buy
197,397
+8,385
+4% +$87.2K 0.07% 195
2024
Q1 		$1.79M Buy
189,012
+26,137
+16% +$214K 0.06% 218
2023
Q4 		$1.28M Sell
162,875
-3,697
-2% -$26.6K 0.05% 256
2023
Q3 		$1.3M Buy
166,572
+30,004
+22% +$233K 0.06% 219
2023
Q2 		$1.07M Buy
136,568
+33,412
+32% +$259K 0.05% 257
2023
Q1 		$742K Sell
103,156
-22,401
-18% -$185K 0.04% 332
2022
Q4 		$979K Sell
125,557
-56,939
-31% -$415K 0.05% 237
2022
Q3 		$1.17M Sell
182,496
-14,452
-7% -$111K 0.06% 214
2022
Q2 		$1.5M Buy
196,948
+103,353
+110% +$811K 0.09% 132
2022
Q1 		$739K Sell
93,595
-41,634
-31% -$425K 0.05% 239
2021
Q4 		$1.4M Buy
135,229
+18,366
+16% +$193K 0.09% 114
2021
Q3 		$1.21M Buy
116,863
+31,292
+37% +$312K 0.08% 118
2021
Q2 		$826K Buy
85,571
+22,626
+36% +$231K 0.06% 173
2021
Q1 		$644K Buy
62,945
+35,328
+128% +$310K 0.05% 172
2020
Q4 		$221K Buy
27,617
+11,878
+75% +$79.5K 0.02% 318
2020
Q3 		$79K Sell
15,739
-6,469
-29% -$35.7K 0.01% 297
2020
Q2 		$126K Buy
+22,208
New +$116K 0.02% 256

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

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

Ritholtz Wealth Management increased its Barclays (BCS) stake by 6.6% in Q2 2026, buying an estimated $397K and bringing the position to 266,490 shares worth $7.16M. The position accounts for 0.11% of the portfolio, ranked #119.

Ritholtz Wealth Management first reported a position in BCS in Q2 2020 and has held it in 25 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Ritholtz Wealth Management held 266,490 shares of Barclays worth $7.16M as of Q2 2026.
  • Ritholtz Wealth Management bought 16,457 Barclays shares in Q2 2026, an estimated $397K.
  • Barclays made up 0.11% of Ritholtz Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Ritholtz Wealth Management first reported a position in Barclays in Q2 2020 and has held it in 25 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.