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 Q2	–	Sell	-12,500	Closed	-$265K	–	89
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 $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

S.E.E.D. Planning Group's BCS Position: Q2 2026 in Review

S.E.E.D. Planning Group sold out of Barclays (BCS) in Q2 2026, closing a stake of 12,500 shares — an estimated $265K sold.

S.E.E.D. Planning Group first reported a position in BCS in Q4 2021 and held it in 12 quarters. The position peaked at $318K in Q4 2025. 558 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

S.E.E.D. Planning Group reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
S.E.E.D. Planning Group sold 12,500 Barclays shares in Q2 2026, an estimated $265K.
S.E.E.D. Planning Group first reported a position in Barclays in Q4 2021 and held it in 12 quarters.
S.E.E.D. Planning Group's Barclays position peaked at $318K in Q4 2025.
558 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.