Simplicity Wealth’s Barclays BCS Stock Holding History

Simplicity Wealth’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 Q2	–	Sell	-10,377	Closed	-$159K	–	595
2025 Q1	$159K	Sell	10,377 -2,295	-18%	-$34.4K	0.01%	534
2024 Q4	$168K	Buy	12,672 +34	+0.3%	+$441	0.04%	315
2024 Q3	$154K	Sell	12,638 -9,862	-44%	-$115K	0.01%	483
2024 Q2	$241K	Buy	22,500 +12,191	+118%	+$127K	0.01%	1032
2024 Q1	$97.4K	Buy	+10,309	New	+$84.4K	﹤0.01%	1111

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

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

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

Simplicity Wealth's BCS Position: Q2 2025 in Review

Simplicity Wealth sold out of Barclays (BCS) in Q2 2025, closing a stake of 10,377 shares — an estimated $159K sold.

Simplicity Wealth first reported a position in BCS in Q1 2024 and held it in 5 quarters. The position peaked at $241K in Q2 2024. 427 funds tracked by Wall St. Rank hold BCS as of Q2 2025.

Simplicity Wealth reported no remaining Barclays position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 10,377 Barclays shares in Q2 2025, an estimated $159K.
Simplicity Wealth first reported a position in Barclays in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's Barclays position peaked at $241K in Q2 2024.
427 funds tracked by Wall St. Rank held Barclays as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.