RMR Wealth Builders’s Barclays BCS Stock Holding History

RMR Wealth Builders’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
2025 Q3	–	Sell	-12,028	Closed	-$224K	–	285
2025 Q2	$224K	Buy	+12,028	New	+$199K	0.02%	265

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RMR Wealth Builders's BCS Position: Q3 2025 in Review

RMR Wealth Builders sold out of Barclays (BCS) in Q3 2025, closing a stake of 12,028 shares — an estimated $224K sold.

RMR Wealth Builders first reported a position in BCS in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 444 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

RMR Wealth Builders reported no remaining Barclays position as of Q3 2025 after selling out during the quarter.
RMR Wealth Builders sold 12,028 Barclays shares in Q3 2025, an estimated $224K.
RMR Wealth Builders first reported a position in Barclays in Q2 2025 and held it in 1 quarter.
RMR Wealth Builders's Barclays position peaked at $224K in Q2 2025.
444 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.