BCS β€” BARCLAYS PLC

Ownership history in Baron Wealth Management LLC  Β·  8 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported BARCLAYS PLC (BCS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows BCS at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in BARCLAYS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCS was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baron Wealth Management LLC held BCS β€” position size vs. price
% of Fund (quarterly)    BCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 35,288 -2,994 -7.8% 0.22% $747K 2026-04-16 $23.50
2025 Q4 ADDED 38,282 +3,849 +11.2% 0.30% $974K 2026-01-14 $25.58
2025 Q3 ADDED 34,433 +1,496 +4.5% 0.24% $712K 2025-10-20 $19.39
2025 Q2 ADDED 32,937 +888 +2.8% 0.22% $612K 2025-07-09 $18.26
2025 Q1 ADDED 32,049 +13,369 +71.6% 0.22% $492K 2025-05-14 $16.89
2024 Q4 ADDED 18,680 +1,937 +11.6% 0.12% $248K 2025-01-23 $14.21
2024 Q3 ADDED 16,743 +6,062 +56.8% 0.10% $203K 2024-11-07 $12.78
2024 Q2 INITIATED 10,681 β€” β€” 0.06% $114K 2024-08-13 $10.84

FAQ About Baron Wealth Management LLC and BCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning BCS?

Baron Wealth Management LLC reported BCS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BCS position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for BCS was 0.30% in 2025 Q4.

What is the latest reported BCS position on this page?

The most recent filing on this page is 2026 Q1, when Baron Wealth Management LLC reported 35,288 shares, equal to 0.22% of portfolio, with an estimated market value of $747K.

What does the chart on this BCS ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly BCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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