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 Q2	$700K	Sell	26,069 -2,295	-8%	-$55.3K	0.02%	458
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 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

WCG Wealth Advisors's BCS Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Barclays (BCS) stake by 8.1% in Q2 2026, selling an estimated $55.3K and leaving 26,069 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #458.

WCG Wealth Advisors first reported a position in BCS in Q4 2024 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

WCG Wealth Advisors held 26,069 shares of Barclays worth $700K as of Q2 2026.
WCG Wealth Advisors sold 2,295 Barclays shares in Q2 2026, an estimated $55.3K.
Barclays made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #458 holding.
WCG Wealth Advisors first reported a position in Barclays in Q4 2024 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.