WA
BCS icon

Whipplewood Advisors’s Barclays BCS Stock Holding History

Whipplewood 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
2026
Q2 		$24.6K Sell
914
-3,341
-79% -$80.6K 0.02% 179
2026
Q1 		$90K Buy
4,255
+4,082
+2,360% +$99.5K 0.05% 202
2025
Q4 		$4.4K Buy
+173
New +$3.83K ﹤0.01% 307
2025
Q3 		– Sell
-8,174
Closed -$152K – 386
2025
Q2 		$152K Sell
8,174
-15,031
-65% -$249K 0.08% 195
2025
Q1 		$129K Buy
23,205
+14,202
+158% +$213K 0.08% 198
2024
Q4 		$120K Buy
+9,003
New +$117K 0.07% 213

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

Whipplewood Advisors's BCS Position: Q2 2026 in Review

Whipplewood Advisors reduced its Barclays (BCS) stake by 79% in Q2 2026, selling an estimated $80.6K and leaving 914 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #179.

Whipplewood Advisors first reported a position in BCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $152K in Q2 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Whipplewood Advisors held 914 shares of Barclays worth $24.6K as of Q2 2026.
  • Whipplewood Advisors sold 3,341 Barclays shares in Q2 2026, an estimated $80.6K.
  • Barclays made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #179 holding.
  • Whipplewood Advisors first reported a position in Barclays in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Barclays position peaked at $152K in Q2 2025.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.