United Financial Planning Group’s Barclays BCS Stock Holding History

United Financial 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	$33.1K	Buy	+1,232	New	+$29.7K	0.02%	129

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

United Financial Planning Group's BCS Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Barclays (BCS) in Q2 2026: 1,232 shares worth $33.1K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings.

557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

United Financial Planning Group held 1,232 shares of Barclays worth $33.1K as of Q2 2026.
Barclays was a new United Financial Planning Group position in Q2 2026.
Barclays made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #129 holding.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.