S.E.E.D. Planning Group’s Barclays BCS Stock Holding History

S.E.E.D. 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	$265K	Hold	12,500	–	–	0.08%	77
2025 Q4	$318K	Hold	12,500	–	–	0.09%	69
2025 Q3	$258K	Buy	+12,500	New	+$247K	0.08%	71
2024 Q1	–	Sell	-30,000	Closed	-$236K	–	78
2023 Q4	$236K	Sell	30,000 -250	-0.8%	-$1.8K	0.1%	71
2023 Q3	$236K	Hold	30,250	–	–	0.09%	74
2023 Q2	$238K	Buy	30,250 +250	+0.8%	+$1.94K	0.08%	78
2023 Q1	$216K	Hold	30,000	–	–	0.08%	80
2022 Q4	$234K	Hold	30,000	–	–	0.1%	76
2022 Q3	$192K	Hold	30,000	–	–	0.09%	76
2022 Q2	$228K	Hold	30,000	–	–	0.1%	71
2022 Q1	$237K	Buy	30,000 +1,000	+3%	+$10.2K	0.1%	78
2021 Q4	$300K	Buy	+29,000	New	+$304K	0.13%	65

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

S.E.E.D. Planning Group's BCS Position: Q1 2026 in Review

S.E.E.D. Planning Group held its Barclays (BCS) position steady in Q1 2026 at 12,500 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #77.

S.E.E.D. Planning Group first reported a position in BCS in Q4 2021 and has held it in 12 quarters since. The position peaked at $318K in Q4 2025. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

S.E.E.D. Planning Group held 12,500 shares of Barclays worth $265K as of Q1 2026.
S.E.E.D. Planning Group left its Barclays share count unchanged in Q1 2026.
Barclays made up 0.08% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #77 holding.
S.E.E.D. Planning Group first reported a position in Barclays in Q4 2021 and has held it in 12 quarters since.
S.E.E.D. Planning Group's Barclays position peaked at $318K in Q4 2025.
503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.