CFFP
BCS icon

Center for Financial Planning’s Barclays BCS Stock Holding History

Center for 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
2025
Q2 		– Sell
-225
Closed -$3.46K – 655
2025
Q1 		$3.46K Hold
225
– – ﹤0.01% 554
2024
Q4 		$2.99K Buy
+225
New +$2.92K ﹤0.01% 514
2020
Q2 		– Sell
-209
Closed -$1K – 462
2020
Q1 		$1K Buy
+209
New +$1.61K ﹤0.01% 522

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center for Financial Planning's BCS Position: Q2 2025 in Review

Center for Financial Planning sold out of Barclays (BCS) in Q2 2025, closing a stake of 225 shares — an estimated $3.46K sold.

Center for Financial Planning first reported a position in BCS in Q1 2020 and held it in 3 quarters. The position peaked at $3.46K in Q1 2025. 427 funds tracked by Wall St. Rank hold BCS as of Q2 2025.

  • Center for Financial Planning reported no remaining Barclays position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 225 Barclays shares in Q2 2025, an estimated $3.46K.
  • Center for Financial Planning first reported a position in Barclays in Q1 2020 and held it in 3 quarters.
  • Center for Financial Planning's Barclays position peaked at $3.46K in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Barclays as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.