Mark Sheptoff Financial Planning’s Barclays BCS Stock Holding History

Mark Sheptoff 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	–	Sell	-500	Closed	-$11.4K	–	515
2026 Q1	$11.4K	Hold	500	–	–	0.01%	325
2025 Q4	$12.7K	Buy	500 +200	+67%	+$4.43K	0.01%	325
2025 Q3	$6.2K	Sell	300 -1,200	-80%	-$23.8K	﹤0.01%	389
2025 Q2	$27.9K	Buy	+1,500	New	+$24.8K	0.01%	237

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

Mark Sheptoff Financial Planning's BCS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Barclays (BCS) in Q2 2026, closing a stake of 500 shares — an estimated $11.4K sold.

Mark Sheptoff Financial Planning first reported a position in BCS in Q2 2025 and held it in 4 quarters. The position peaked at $27.9K in Q2 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Mark Sheptoff Financial Planning reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Barclays shares in Q2 2026, an estimated $11.4K.
Mark Sheptoff Financial Planning first reported a position in Barclays in Q2 2025 and held it in 4 quarters.
Mark Sheptoff Financial Planning's Barclays position peaked at $27.9K in Q2 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.