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World Investment Advisors’s Barclays BCS Stock Holding History

World Investment 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 		– Sell
-10,756
Closed -$228K – 1530
2026
Q1 		$228K Buy
10,756
+1,999
+23% +$48.7K ﹤0.01% 1425
2025
Q4 		$223K Buy
+8,757
New +$194K ﹤0.01% 1340

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

World Investment Advisors's BCS Position: Q2 2026 in Review

World Investment Advisors sold out of Barclays (BCS) in Q2 2026, closing a stake of 10,756 shares — an estimated $228K sold.

World Investment Advisors first reported a position in BCS in Q4 2025 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • World Investment Advisors reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 10,756 Barclays shares in Q2 2026, an estimated $228K.
  • World Investment Advisors first reported a position in Barclays in Q4 2025 and held it in 2 quarters.
  • World Investment Advisors's Barclays position peaked at $228K in Q1 2026.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.