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Cornerstone Planning Group’s Barclays BCS Stock Holding History

Cornerstone Planning Group’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 		$16.1K Sell
572
-38
-6% -$916 ﹤0.01% 734
2026
Q1 		$13.9K Buy
610
+25
+4% +$610 ﹤0.01% 798
2025
Q4 		$15.5K Buy
585
+102
+21% +$2.26K ﹤0.01% 656
2025
Q3 		$10.3K Buy
483
+111
+30% +$2.2K ﹤0.01% 773
2025
Q2 		$7.21K Buy
372
+82
+28% +$1.36K ﹤0.01% 634
2025
Q1 		$4.54K Hold
290
– – ﹤0.01% 763
2024
Q4 		$4.19K Buy
290
+50
+21% +$648 ﹤0.01% 616
2024
Q3 		$3.01K Buy
240
+47
+24% +$550 ﹤0.01% 683
2024
Q2 		$2.04K Buy
193
+89
+86% +$925 ﹤0.01% 763
2024
Q1 		$1.07K Buy
+104
New +$852 ﹤0.01% 767
2023
Q3 		– Sell
-149
Closed -$1.17K – 1222
2023
Q2 		$1.17K Buy
+149
New +$1.15K ﹤0.01% 1315
2022
Q4 		$1.33K Buy
+149
New +$1.09K ﹤0.01% 1291

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cornerstone Planning Group's BCS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Barclays (BCS) stake by 6.2% in Q2 2026, selling an estimated $916 and leaving 572 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Cornerstone Planning Group first reported a position in BCS in Q4 2022 and has held it in 12 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Cornerstone Planning Group held 572 shares of Barclays worth $16.1K as of Q2 2026.
  • Cornerstone Planning Group sold 38 Barclays shares in Q2 2026, an estimated $916.
  • Barclays made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #734 holding.
  • Cornerstone Planning Group first reported a position in Barclays in Q4 2022 and has held it in 12 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.