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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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's BCS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Barclays (BCS) in Q1 2026: 2,517 shares worth $53.3K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BCS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BCS in Q2 2025 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,517 shares of Barclays worth $53.3K as of Q1 2026.
  • Barclays was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Barclays made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #425 holding.
  • Twin Peaks Wealth Advisors first reported a position in Barclays in Q2 2025 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.