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Barclays shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Barclays by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 2.5k 20.67
2025-06-30 $46k 2.5k 18.31

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Barclays

Fisher Investments
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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