WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in BCS — Barclays PLC

CIK 1632972 PLYMOUTH, MN

Position in BCS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,934,616

+$482,998 QoQ

Shares Held

109,256

-5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#131

of 552 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. BCS ranks #9 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,335,236	$437,062,799
2	BAC	Bank Of America Corp /De/	2,892,296	$164,803,026
3	WFC	Wells Fargo & Company/Mn	1,391,339	$114,980,254
4	C	Citigroup Inc	522,268	$73,096,629
5	BNY	Bank of New York Mellon Corp	112,489	$16,267,034
6	BMO	Bank Of Montreal /Can/	44,397	$7,844,949
7	RY	Royal Bank Of Canada	22,619	$4,681,454
8	HSBC	Hsbc Holdings PLC	48,890	$4,648,950

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,934,616	109,256	-5.7%	Shares	Sole	2026-07-15
2026-03-31	$2,451,618	115,861	-17.8%	Shares	Sole	2026-04-08
2025-12-31	$3,587,050	140,945	-3.7%	Shares	Sole	2026-01-08
2025-09-30	$3,025,302	146,362	-8.4%	Shares	Sole	2025-10-29
2025-06-30	$2,970,161	159,772	+2.3%	Shares	Sole	2025-07-10
2025-03-31	$2,398,126	156,128	-2.0%	Shares	Sole	2025-04-16
2024-12-31	$2,118,306	159,391	-0.5%	Shares	Sole	2025-03-17
2024-09-30	$1,945,360	160,112	-1.9%	Shares	Sole	2024-10-24
2024-06-30	$1,747,754	163,189	-0.2%	Shares	Sole	2024-07-16
2024-03-31	$1,545,538	163,549	+5.5%	Shares	Sole	2024-04-15
2023-12-31	$1,222,109	155,090	+19.7%	Shares	Sole	2024-01-30
2023-09-30	$1,009,280	129,561	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.