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Wealth Architects’s Barclays BCS Stock Holding History

Wealth Architects’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 		$535K Sell
19,906
-788
-4% -$19K 0.04% 140
2026
Q1 		$438K Sell
20,694
-200
-1% -$4.88K 0.04% 151
2025
Q4 		$532K Sell
20,894
-2,672
-11% -$59.2K 0.05% 139
2025
Q3 		$487K Sell
23,566
-693
-3% -$13.7K 0.05% 140
2025
Q2 		$451K Sell
24,259
-301
-1% -$4.98K 0.05% 143
2025
Q1 		$377K Buy
24,560
+53
+0.2% +$793 0.04% 155
2024
Q4 		$326K Sell
24,507
-1,066
-4% -$13.8K 0.04% 158
2024
Q3 		$311K Hold
25,573
– – 0.04% 163
2024
Q2 		$274K Hold
25,573
– – 0.03% 173
2024
Q1 		$242K Sell
25,573
-402
-2% -$3.29K 0.03% 179
2023
Q4 		$205K Buy
25,975
+1,406
+6% +$10.1K 0.03% 192
2023
Q3 		$191K Hold
24,569
– – 0.03% 180
2023
Q2 		$193K Sell
24,569
-3,100
-11% -$24K 0.03% 186
2023
Q1 		$199K Buy
27,669
+3,100
+13% +$25.6K 0.04% 178
2022
Q4 		$192K Sell
24,569
-752
-3% -$5.48K 0.04% 168
2022
Q3 		$162K Sell
25,321
-100
-0.4% -$771 0.03% 162
2022
Q2 		$193K Buy
25,421
+53
+0.2% +$416 0.04% 173
2022
Q1 		$200K Sell
25,368
-456
-2% -$4.65K 0.03% 194
2021
Q4 		$267K Sell
25,824
-972
-4% -$10.2K 0.05% 158
2021
Q3 		$277K Hold
26,796
– – 0.05% 144
2021
Q2 		$259K Sell
26,796
-170
-0.6% -$1.74K 0.05% 150
2021
Q1 		$276K Sell
26,966
-309
-1% -$2.71K 0.06% 124
2020
Q4 		$218K Hold
27,275
– – 0.05% 145
2020
Q3 		$137K Hold
27,275
– – 0.04% 140
2020
Q2 		$154K Buy
+27,275
New +$142K 0.04% 133

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealth Architects's BCS Position: Q2 2026 in Review

Wealth Architects reduced its Barclays (BCS) stake by 3.8% in Q2 2026, selling an estimated $19K and leaving 19,906 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #140.

Wealth Architects first reported a position in BCS in Q2 2020 and has held it in 25 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Wealth Architects held 19,906 shares of Barclays worth $535K as of Q2 2026.
  • Wealth Architects sold 788 Barclays shares in Q2 2026, an estimated $19K.
  • Barclays made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #140 holding.
  • Wealth Architects first reported a position in Barclays in Q2 2020 and has held it in 25 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.