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Barclays shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Barclays (BCS) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Barclays

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All positions including Barclays held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barclays by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $33k 1.2k 26.86

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Barclays

Fisher Investments
Acadian Asset Management
Morgan Stanley
FMR
Natixis Asset Management Advisors
Jones Financial Companies, L.L
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial
Dimensional Fund Advisors
Northern Trust
Royal Bank of Canada
American Century Companies
Raymond James Financial
Causeway Capital Management

View all funds holding Barclays