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WCG Wealth Advisors’s Barclays BCS Stock Holding History

WCG 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 		$600K Buy
28,364
+2,095
+8% +$51.1K 0.02% 437
2025
Q4 		$669K Buy
+26,269
New +$582K 0.02% 410
2025
Q3 		– Sell
-12,554
Closed -$233K – 335
2025
Q2 		$233K Sell
12,554
-582
-4% -$9.63K 0.02% 326
2025
Q1 		$202K Sell
13,136
-2,062
-14% -$30.9K 0.02% 284
2024
Q4 		$202K Buy
+15,198
New +$197K 0.01% 292

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

WCG Wealth Advisors's BCS Position: Q1 2026 in Review

WCG Wealth Advisors increased its Barclays (BCS) stake by 8% in Q1 2026, buying an estimated $51.1K and bringing the position to 28,364 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #437.

WCG Wealth Advisors first reported a position in BCS in Q4 2024 and has held it in 5 quarters since. The position peaked at $669K in Q4 2025. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • WCG Wealth Advisors held 28,364 shares of Barclays worth $600K as of Q1 2026.
  • WCG Wealth Advisors bought 2,095 Barclays shares in Q1 2026, an estimated $51.1K.
  • Barclays made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #437 holding.
  • WCG Wealth Advisors first reported a position in Barclays in Q4 2024 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Barclays position peaked at $669K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.