Strategic Wealth Partners’s Barclays BCS Stock Holding History

Strategic Wealth Partners’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	$24.6K	Buy	914 +747	+447%	+$18K	﹤0.01%	694
2026 Q1	$3.53K	Hold	167	–	–	﹤0.01%	1095
2025 Q4	$4.25K	Hold	167	–	–	﹤0.01%	1081
2025 Q3	$3.45K	Hold	167	–	–	﹤0.01%	1098
2025 Q2	$3.1K	Buy	+167	New	+$2.76K	﹤0.01%	967
2018 Q2	–	Sell	-1,086	Closed	-$12K	–	753
2018 Q1	$12K	Buy	+1,086	New	+$11.8K	0.01%	460

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Strategic Wealth Partners's BCS Position: Q2 2026 in Review

Strategic Wealth Partners increased its Barclays (BCS) stake by 447% in Q2 2026, buying an estimated $18K and bringing the position to 914 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Strategic Wealth Partners first reported a position in BCS in Q1 2018 and has held it in 6 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Strategic Wealth Partners held 914 shares of Barclays worth $24.6K as of Q2 2026.
Strategic Wealth Partners bought 747 Barclays shares in Q2 2026, an estimated $18K.
Barclays made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #694 holding.
Strategic Wealth Partners first reported a position in Barclays in Q1 2018 and has held it in 6 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.