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Barclays shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group investment in Barclays

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

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Quarterly reported holdings in Barclays by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $128k 11k 12.15
2024-06-30 $113k 11k 10.71
2024-03-31 $100k 11k 9.45

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding Barclays

Lighthouse Investment Partners
Arrowstreet Capital, Limited Partnership
Acadian Asset Management
Dimensional Fund Advisors
Royal Bank of Canada
Causeway Capital Management
American Century Companies
Northern Trust
Ohio Pers
Raymond James & Associates
Natixis Asset Management Advisors
Todd-Veredus Asset Management
Sei Investments
Envestnet Asset Management
BlackRock

View all funds holding Barclays