True Wealth Design’s Barclays BCS Stock Holding History

True Wealth Design’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	$77.9K	Buy	2,901 +245	+9%	+$5.91K	0.02%	329
2026 Q1	$56.2K	Buy	2,656 +1,220	+85%	+$29.7K	0.02%	371
2025 Q4	$36.5K	Sell	1,436 -71	-5%	-$1.57K	0.01%	424
2025 Q3	$31.1K	Buy	+1,507	New	+$29.8K	0.01%	444

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

True Wealth Design's BCS Position: Q2 2026 in Review

True Wealth Design increased its Barclays (BCS) stake by 9.2% in Q2 2026, buying an estimated $5.91K and bringing the position to 2,901 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #329.

True Wealth Design first reported a position in BCS in Q3 2025 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

True Wealth Design held 2,901 shares of Barclays worth $77.9K as of Q2 2026.
True Wealth Design bought 245 Barclays shares in Q2 2026, an estimated $5.91K.
Barclays made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #329 holding.
True Wealth Design first reported a position in Barclays in Q3 2025 and has held it in 4 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.