SWTS
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Stonehaven Wealth & Tax Solutions’s Barclays BCS Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q4 		– Sell
-9,738
Closed -$201K – 88
2025
Q3 		$201K Buy
+9,738
New +$193K 0.19% 78

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's BCS Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Barclays (BCS) in Q4 2025, closing a stake of 9,738 shares — an estimated $201K sold.

Stonehaven Wealth & Tax Solutions first reported a position in BCS in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 506 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 9,738 Barclays shares in Q4 2025, an estimated $201K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Barclays in Q3 2025 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Barclays position peaked at $201K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.