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Barclays shares owned by Baron Wealth Management

Quarter-by-quarter ownership of Barclays (BCS) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management investment in Barclays

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All positions including Barclays held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barclays by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $712k 34k 20.67
2025-06-30 $612k 33k 18.59
2025-03-31 $492k 32k 15.36
2024-12-31 $248k 19k 13.29
2024-09-30 $203k 17k 12.15

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding Barclays

Fisher Investments
Acadian Asset Management
Morgan Stanley
Natixis Asset Management Advisors
FMR
Goldman Sachs Group
Dimensional Fund Advisors
Royal Bank of Canada
Northern Trust
Arrowstreet Capital, Limited Partnership
Raymond James Financial
American Century Companies
Ameriprise Financial
Causeway Capital Management
Sei Investments

View all funds holding Barclays