SWM
BCS icon

Spire Wealth Management’s Barclays BCS Stock Holding History

Spire 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 		– Sell
-616
Closed -$13K – 2243
2026
Q1 		$13K Buy
+616
New +$15K ﹤0.01% 1545
2025
Q3 		– Sell
-1,000
Closed -$18.6K – 2368
2025
Q2 		$18.6K Sell
1,000
-59,788
-98% -$989K ﹤0.01% 1537
2025
Q1 		$934K Buy
60,788
+52,736
+655% +$789K 0.03% 419
2024
Q4 		$107K Buy
8,052
+51
+0.6% +$661 ﹤0.01% 1010
2024
Q3 		$97.2K Sell
8,001
-2,700
-25% -$31.6K ﹤0.01% 920
2024
Q2 		$115K Hold
10,701
– – ﹤0.01% 856
2024
Q1 		$101K Sell
10,701
-57,924
-84% -$474K ﹤0.01% 984
2023
Q4 		$505K Buy
68,625
+19,954
+41% +$144K 0.02% 509
2023
Q3 		$379K Buy
48,671
+22,475
+86% +$174K 0.01% 542
2023
Q2 		$206K Sell
26,196
-26,900
-51% -$208K 0.01% 710
2023
Q1 		$382K Buy
53,096
+970
+2% +$8.02K 0.01% 558
2022
Q4 		$407K Buy
52,126
+41,296
+381% +$301K 0.02% 393
2022
Q3 		$69K Buy
10,830
+8,498
+364% +$65.5K ﹤0.01% 839
2022
Q2 		$18K Sell
2,332
-842
-27% -$6.61K ﹤0.01% 1709
2022
Q1 		$25K Sell
3,174
-533
-14% -$5.44K ﹤0.01% 1708
2021
Q4 		$38K Buy
3,707
+1,637
+79% +$17.2K ﹤0.01% 1841
2021
Q3 		$21K Hold
2,070
– – ﹤0.01% 1835
2021
Q2 		$20K Sell
2,070
-253
-11% -$2.58K ﹤0.01% 1863
2021
Q1 		$24K Buy
+2,323
New +$20.4K ﹤0.01% 2074

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

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

Spire Wealth Management sold out of Barclays (BCS) in Q2 2026, closing a stake of 616 shares — an estimated $13K sold.

Spire Wealth Management first reported a position in BCS in Q1 2021 and held it in 19 quarters. The position peaked at $934K in Q1 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Spire Wealth Management reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 616 Barclays shares in Q2 2026, an estimated $13K.
  • Spire Wealth Management first reported a position in Barclays in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Barclays position peaked at $934K in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.