NewEdge Wealth, LLC

Position in BCS — Barclays PLC

CIK 1861796 STAMFORD, CT

Position in BCS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,072,517

+$400,433 QoQ

Shares Held

77,160

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#152

of 552 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $281,145,245 across 13 Banks - Diversified names. BCS ranks #9 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	499,797	$163,598,552
2	WFC	Wells Fargo & Company/Mn	773,121	$63,890,719
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	708,357	$17,751,426
4	HSBC	Hsbc Holdings PLC	102,153	$9,713,728
5	BAC	Bank Of America Corp /De/	167,257	$9,530,303
6	SAN	Banco Santander, S.A.	332,524	$4,588,831
7	C	Citigroup Inc	29,836	$4,175,846
8	BNY	Bank of New York Mellon Corp	16,020	$2,316,652

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,072,517	77,160	-2.4%	Shares	Sole	2026-08-10
2026-03-31	$1,672,084	79,021	+10.4%	Shares	Sole	2026-05-13
2025-12-31	$1,822,143	71,597	+12.1%	Shares	Sole	2026-02-03
2025-09-30	$1,319,965	63,859	+7.5%	Shares	Sole	2025-11-07
2025-06-30	$1,104,171	59,396	+13.5%	Shares	Sole	2025-08-11
2025-03-31	$803,512	52,312	-9.2%	Shares	Sole	2025-05-09
2024-12-31	$765,583	57,606	+87.2%	Shares	Sole	2025-02-05
2024-09-30	$373,904	30,774	+29.7%	Shares	Sole	2024-11-12
2024-06-30	$254,180	23,733	+68.5%	Shares	Sole	2024-08-02
2024-03-31	$133,074	14,082	-83.0%	Shares	Sole	2024-05-06
2023-09-30	$645,526	82,866	+39.5%	Shares	Sole	2023-11-08
2023-06-30	$466,939	59,407	+67.6%	Shares	Sole	2023-08-09
2023-03-31	$254,885	35,450	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.