Wealth Architects, LLC

Position in BCS — Barclays PLC

CIK 1611518 MOUNTAIN VIEW, CA

Position in BCS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$534,675

+$96,790 QoQ

Shares Held

19,906

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#253

of 552 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $7,375,350 across 5 Banks - Diversified names. BCS ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,817	$4,195,388
2	BAC	Bank Of America Corp /De/	29,454	$1,678,288
3	WFC	Wells Fargo & Company/Mn	7,928	$655,169
4	BCS	Barclays PLC This page	19,906	$534,675
5	C	Citigroup Inc	2,228	$311,830

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,675	19,906	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$437,885	20,694	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$531,752	20,894	-11.3%	Shares	Sole	2026-02-17
2025-09-30	$487,109	23,566	-2.9%	Shares	Sole	2025-11-13
2025-06-30	$450,974	24,259	-1.2%	Shares	Sole	2025-07-25
2025-03-31	$377,241	24,560	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$325,698	24,507	-4.2%	Shares	Sole	2025-02-10
2024-09-30	$310,711	25,573	0.0%	Shares	Sole	2024-10-31
2024-06-30	$273,886	25,573	0.0%	Shares	Sole	2024-08-08
2024-03-31	$241,664	25,573	-1.5%	Shares	Sole	2024-05-13
2023-12-31	$204,683	25,975	+5.7%	Shares	Sole	2024-02-14
2023-09-30	$191,392	24,569	0.0%	Shares	Sole	2023-11-09
2023-06-30	$193,112	24,569	-11.2%	Shares	Sole	2023-08-02
2023-03-31	$198,940	27,669	+12.6%	Shares	Sole	2023-04-21
2022-12-31	$191,638	24,569	-3.0%	Shares	Sole	2023-02-10
2022-09-30	$162,054	25,321	-0.4%	Shares	Sole	2022-10-24
2022-06-30	$193,199	25,421	+0.2%	Shares	Sole	2022-07-29
2022-03-31	$200,407	25,368	-1.8%	Shares	Sole	2022-05-17
2021-12-31	$267,278	25,824	-3.6%	Shares	Sole	2022-01-19
2021-09-30	$276,534	26,796	0.0%	Shares	Sole	2021-11-09
2021-06-30	$258,581	26,796	-0.6%	Shares	Sole	2021-08-09
2021-03-31	$275,862	26,966	-1.1%	Shares	Sole	2021-04-29
2020-12-31	$217,927	27,275	0.0%	Shares	Sole	2021-01-28
2020-09-30	$136,647	27,275	0.0%	Shares	Sole	2020-11-09
2020-06-30	$154,376	27,275	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.