Plante Moran Financial Advisors’s Barclays BCS Stock Holding History

Plante Moran Financial Advisors’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	$3.87K	Buy	+144	New	+$3.47K	﹤0.01%	671
2019 Q4	–	Sell	-253	Closed	-$2K	–	755
2019 Q3	$2K	Buy	+253	New	+$1.83K	﹤0.01%	763
2018 Q3	–	Sell	-5,021	Closed	-$48K	–	757
2018 Q2	$48K	Buy	5,021 +1,883	+60%	+$20.4K	0.02%	331
2018 Q1	$35K	Hold	3,138	–	–	0.02%	414
2017 Q4	$33K	Buy	+3,138	New	+$30.5K	0.02%	419

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

Plante Moran Financial Advisors's BCS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Barclays (BCS) in Q2 2026: 144 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BCS as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in BCS in Q4 2017 and has held it in 5 quarters since. The position peaked at $48K in Q2 2018. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Plante Moran Financial Advisors held 144 shares of Barclays worth $3.87K as of Q2 2026.
Barclays was a new Plante Moran Financial Advisors position in Q2 2026.
Barclays made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #671 holding.
Plante Moran Financial Advisors first reported a position in Barclays in Q4 2017 and has held it in 5 quarters since.
Plante Moran Financial Advisors's Barclays position peaked at $48K in Q2 2018.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.