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Wellington-Altus USA’s Barclays BCS Stock Holding History

Wellington-Altus USA’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 		$12.6K Hold
594
– – 0.01% 562
2026
Q1 		$16K Hold
594
– – 0.01% 562
2025
Q4 		$15.1K Buy
+594
New +$13.2K 0.01% 536

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

Wellington-Altus USA's BCS Position: Q2 2026 in Review

Wellington-Altus USA held its Barclays (BCS) position steady in Q2 2026 at 594 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #562.

Wellington-Altus USA first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $16K in Q1 2026. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Wellington-Altus USA held 594 shares of Barclays worth $12.6K as of Q2 2026.
  • Wellington-Altus USA left its Barclays share count unchanged in Q2 2026.
  • Barclays made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #562 holding.
  • Wellington-Altus USA first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Barclays position peaked at $16K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.