Superior Planning, LLC’s Barclays BCS Stock Holding History

Superior Planning, LLC’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.55K	Buy	+105	New	+$2.82K	﹤0.01%	1477

Other funds holding BCS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Superior Planning, LLC's BCS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Barclays (BCS) in Q3 2026: 105 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings.

386 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

Superior Planning, LLC held 105 shares of Barclays worth $2.55K as of Q3 2026.
Barclays was a new Superior Planning, LLC position in Q3 2026.
Barclays made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1477 holding.
386 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.