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PDS Planning’s Barclays BCS Stock Holding History

PDS 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 		$692K Buy
25,753
+137
+0.5% +$3.3K 0.04% 230
2026
Q1 		$542K Sell
25,616
-616
-2% -$15K 0.04% 249
2025
Q4 		$668K Buy
26,232
+5,207
+25% +$115K 0.04% 203
2025
Q3 		$435K Buy
21,025
+3,143
+18% +$62.2K 0.03% 277
2025
Q2 		$332K Buy
17,882
+5,788
+48% +$95.7K 0.02% 328
2025
Q1 		$186K Buy
12,094
+1,458
+14% +$21.8K 0.02% 444
2024
Q4 		$141K Buy
+10,636
New +$138K 0.01% 413
2023
Q4 		– Sell
-16,593
Closed -$129K – 366
2023
Q3 		$129K Buy
16,593
+4,389
+36% +$34.1K 0.02% 321
2023
Q2 		$95.9K Buy
+12,204
New +$94.4K 0.01% 325

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

PDS Planning's BCS Position: Q2 2026 in Review

PDS Planning increased its Barclays (BCS) stake by 0.53% in Q2 2026, buying an estimated $3.3K and bringing the position to 25,753 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #230.

PDS Planning first reported a position in BCS in Q2 2023 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • PDS Planning held 25,753 shares of Barclays worth $692K as of Q2 2026.
  • PDS Planning bought 137 Barclays shares in Q2 2026, an estimated $3.3K.
  • Barclays made up 0.04% of PDS Planning's portfolio in Q2 2026, its #230 holding.
  • PDS Planning first reported a position in Barclays in Q2 2023 and has held it in 9 quarters since.
  • 559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.