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Wealthspire Advisors (New York)’s Barclays BCS Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-10,645
Closed -$271K – 946
2025
Q4 		$271K Buy
10,645
+9,082
+581% +$201K ﹤0.01% 850
2025
Q3 		$32.3K Buy
+1,563
New +$30.9K ﹤0.01% 1418
2019
Q1 		– Sell
-874
Closed -$6K – 130
2018
Q4 		$6K Buy
+874
New +$7.04K ﹤0.01% 603

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s BCS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Barclays (BCS) in Q1 2026, closing a stake of 10,645 shares — an estimated $271K sold.

Wealthspire Advisors (New York) first reported a position in BCS in Q4 2018 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10,645 Barclays shares in Q1 2026, an estimated $271K.
  • Wealthspire Advisors (New York) first reported a position in Barclays in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Barclays position peaked at $271K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.