Wiser Advisor Group’s Barclays BCS Stock Holding History

Wiser Advisor Group’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	$8.11K	Hold	302	–	–	0.01%	184
2026 Q1	$6.39K	Buy	302 +2	+0.7%	+$49	0.01%	187
2025 Q4	$7.63K	Hold	300	–	–	0.01%	183
2025 Q3	$6.2K	Buy	+300	New	+$5.94K	0.01%	197
2025 Q2	–	Sell	-296	Closed	-$4.55K	–	66
2025 Q1	$4.55K	Hold	296	–	–	0.01%	216
2024 Q4	$3.94K	Hold	296	–	–	0.01%	217
2024 Q3	$3.6K	Buy	296 +1	+0.3%	+$12	0.01%	220
2024 Q2	$3.15K	Buy	295 +4	+1%	+$42	0.01%	238
2024 Q1	$2.75K	Hold	291	–	–	﹤0.01%	248
2023 Q4	$2.29K	Buy	+291	New	+$2.1K	﹤0.01%	259

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

Wiser Advisor Group's BCS Position: Q2 2026 in Review

Wiser Advisor Group held its Barclays (BCS) position steady in Q2 2026 at 302 shares worth $8.11K. The position accounts for 0.01% of the portfolio, ranked #184.

Wiser Advisor Group first reported a position in BCS in Q4 2023 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Wiser Advisor Group held 302 shares of Barclays worth $8.11K as of Q2 2026.
Wiser Advisor Group left its Barclays share count unchanged in Q2 2026.
Barclays made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #184 holding.
Wiser Advisor Group first reported a position in Barclays in Q4 2023 and has held it in 10 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.