Action Point Financial Planning’s Barclays BCS Stock Holding History

Action Point Financial Planning’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 Q2	$28.7K	Buy	+1,069	New	+$25.8K	﹤0.01%	1006

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Action Point Financial Planning's BCS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Barclays (BCS) in Q2 2026: 1,069 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

555 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Action Point Financial Planning held 1,069 shares of Barclays worth $28.7K as of Q2 2026.
Barclays was a new Action Point Financial Planning position in Q2 2026.
Barclays made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1006 holding.
555 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.