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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
Q2 		$24K Hold
892
– – ﹤0.01% 740
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 $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

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

SHP Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 892 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

SHP Wealth Management first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.3K in Q4 2025. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • SHP Wealth Management held 892 shares of Barclays worth $24K as of Q2 2026.
  • SHP Wealth Management left its Barclays share count unchanged in Q2 2026.
  • Barclays made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #740 holding.
  • SHP Wealth Management first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Barclays position peaked at $28.3K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.