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Wealthstream Advisors’s Barclays BCS Stock Holding History

Wealthstream 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
2025
Q3 		$226K Buy
+10,932
New +$216K 0.03% 163

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthstream Advisors's BCS Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in Barclays (BCS) in Q3 2025: 10,932 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings.

444 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

  • Wealthstream Advisors held 10,932 shares of Barclays worth $226K as of Q3 2025.
  • Barclays was a new Wealthstream Advisors position in Q3 2025.
  • Barclays made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #163 holding.
  • 444 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.