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 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return