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Planning Strategies’s Barclays BCS Stock Holding History

Planning Strategies’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
Q3 		$2.16K Buy
+89
New +$2.39K ﹤0.01% 610

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Planning Strategies's BCS Position: Q3 2026 in Review

Planning Strategies opened a new position in Barclays (BCS) in Q3 2026: 89 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

6 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Planning Strategies held 89 shares of Barclays worth $2.16K as of Q3 2026.
  • Barclays was a new Planning Strategies position in Q3 2026.
  • Barclays made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #610 holding.
  • 6 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.