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Barclays shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Barclays by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $425k 35k 12.15
2024-06-30 $376k 35k 10.71
2024-03-31 $327k 35k 9.45
2023-09-30 $1.9M 243k 7.79
2023-06-30 $1.8M 230k 7.86
2023-03-31 $1.7M 233k 7.19
2022-12-31 $88k 11k 7.80

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Barclays

Lighthouse Investment Partners
Arrowstreet Capital, Limited Partnership
Acadian Asset Management
Morgan Stanley
Dimensional Fund Advisors
Goldman Sachs Group
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

View all funds holding Barclays