Wealth Enhancement Advisory Services’s Barclays BCS Stock Holding History

Wealth Enhancement Advisory Services’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	$3M	Sell	109,256 -6,605	-6%	-$159K	0.01%	1320
2026 Q1	$2.53M	Sell	115,861 -25,084	-18%	-$612K	0.01%	1262
2025 Q4	$3.7M	Sell	140,945 -5,417	-4%	-$120K	0.01%	1174
2025 Q3	$2.99M	Sell	146,362 -13,410	-8%	-$265K	﹤0.01%	1214
2025 Q2	$2.92M	Buy	159,772 +3,644	+2%	+$60.3K	﹤0.01%	1167
2025 Q1	$2.4M	Sell	156,128 -3,263	-2%	-$48.8K	﹤0.01%	1154
2024 Q4	$2.12M	Sell	159,391 -721	-0.5%	-$9.34K	﹤0.01%	1158
2024 Q3	$1.95M	Sell	160,112 -3,077	-2%	-$36K	﹤0.01%	1068
2024 Q2	$1.75M	Sell	163,189 -360	-0.2%	-$3.74K	﹤0.01%	1044
2024 Q1	$1.55M	Buy	163,549 +8,459	+5%	+$69.3K	﹤0.01%	1063
2023 Q4	$1.22M	Buy	155,090 +25,529	+20%	+$184K	﹤0.01%	1088
2023 Q3	$1.01M	Buy	+129,561	New	+$1.01M	﹤0.01%	1092

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

Wealth Enhancement Advisory Services's BCS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Barclays (BCS) stake by 5.7% in Q2 2026, selling an estimated $159K and leaving 109,256 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #1320.

Wealth Enhancement Advisory Services first reported a position in BCS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.7M in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Wealth Enhancement Advisory Services held 109,256 shares of Barclays worth $3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,605 Barclays shares in Q2 2026, an estimated $159K.
Barclays made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1320 holding.
Wealth Enhancement Advisory Services first reported a position in Barclays in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Barclays position peaked at $3.7M in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.