Sheets Smith Wealth Management’s Barclays BCS Stock Holding History

Sheets Smith 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	$1.06M	Hold	39,467	–	–	0.11%	192
2026 Q1	$835K	Sell	39,467 -171	-0.4%	-$4.17K	0.09%	211
2025 Q4	$1.01M	Buy	39,638 +75	+0.2%	+$1.66K	0.11%	178
2025 Q3	$818K	Hold	39,563	–	–	0.09%	205
2025 Q2	$735K	Buy	+39,563	New	+$654K	0.09%	218

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sheets Smith Wealth Management's BCS Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 39,467 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #192.

Sheets Smith Wealth Management first reported a position in BCS in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Sheets Smith Wealth Management held 39,467 shares of Barclays worth $1.06M as of Q2 2026.
Sheets Smith Wealth Management left its Barclays share count unchanged in Q2 2026.
Barclays made up 0.11% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #192 holding.
Sheets Smith Wealth Management first reported a position in Barclays in Q2 2025 and has held it in 5 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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