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SHP Wealth Management’s Barclays BCS Stock Holding History

SHP 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
Q1 		$18.9K Sell
892
-219
-20% -$5.34K ﹤0.01% 741
2025
Q4 		$28.3K Buy
+1,111
New +$24.6K ﹤0.01% 606

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 $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's BCS Position: Q1 2026 in Review

SHP Wealth Management reduced its Barclays (BCS) stake by 20% in Q1 2026, selling an estimated $5.34K and leaving 892 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

SHP Wealth Management first reported a position in BCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $28.3K in Q4 2025. 506 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • SHP Wealth Management held 892 shares of Barclays worth $18.9K as of Q1 2026.
  • SHP Wealth Management sold 219 Barclays shares in Q1 2026, an estimated $5.34K.
  • Barclays made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #741 holding.
  • SHP Wealth Management first reported a position in Barclays in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Barclays position peaked at $28.3K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.