WCG Wealth Advisors »

Barclays shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Barclays

Tip: Access up to 7 years of quarterly data

All positions including Barclays held by WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $233k 13k 18.59
2025-03-31 $202k 13k 15.38
2024-12-31 $202k 15k 13.29

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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