Shrier Wealth Management »

Barclays shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Barclays

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Barclays by Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 10k 21.16
2025-12-31 $280k 11k 25.45

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
JPMorgan Chase & Co. (JPM)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Enbridge (ENB)
Ishares Gold Tr Ishares New (IAU)
Waste Management (WM)

View all positions for Shrier Wealth Management

Top funds holding Barclays

Fisher Investments
Acadian Asset Management
Natixis Asset Management Advisors
Goldman Sachs Group
FMR
Ameriprise Financial
Dimensional Fund Advisors
Norges Bank Investment Management
Northern Trust
American Century Companies
Raymond James Financial
Causeway Capital Management
BlackRock
Arrowstreet Capital, Limited Partnership
Sei Investments

View all funds holding Barclays