Twin Peaks Wealth Advisors’s Barclays BCS Stock Holding History

Twin Peaks Wealth Advisors’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	-2,517	Closed	-$53.3K	–	438
2026 Q1	$53.3K	Buy	+2,517	New	+$61.4K	0.01%	425
2025 Q3	–	Sell	-1,299	Closed	-$26.5K	–	376
2025 Q2	$26.5K	Buy	+1,299	New	+$21.5K	0.01%	505

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

Twin Peaks Wealth Advisors's BCS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Barclays (BCS) in Q2 2026, closing a stake of 2,517 shares — an estimated $53.3K sold.

Twin Peaks Wealth Advisors first reported a position in BCS in Q2 2025 and held it in 2 quarters. The position peaked at $53.3K in Q1 2026. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2,517 Barclays shares in Q2 2026, an estimated $53.3K.
Twin Peaks Wealth Advisors first reported a position in Barclays in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Barclays position peaked at $53.3K in Q1 2026.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.