Aaron Wealth Advisors’s Barclays BCS Stock Holding History

Aaron Wealth 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 Q1	$1.01M	Buy	47,774 +6,215	+15%	+$152K	0.06%	220
2025 Q4	$1.06M	Buy	41,559 +8,157	+24%	+$181K	0.06%	237
2025 Q3	$690K	Sell	33,402 -681	-2%	-$13.5K	0.04%	325
2025 Q2	$634K	Buy	34,083 +1,963	+6%	+$32.5K	0.06%	191
2025 Q1	$493K	Buy	32,120 +1,240	+4%	+$18.6K	0.06%	222
2024 Q4	$410K	Buy	30,880 +4,120	+15%	+$53.4K	0.05%	248
2024 Q3	$325K	Buy	26,760 +4,959	+23%	+$58.1K	0.04%	278
2024 Q2	$233K	Buy	21,801 +817	+4%	+$8.49K	0.03%	281
2024 Q1	$198K	Buy	+20,984	New	+$172K	0.03%	303
2022 Q2	–	Sell	-7,639	Closed	-$967K	–	263
2022 Q1	$967K	Buy	+7,639	New	+$77.9K	0.01%	367

Other funds holding BCS

Fisher Asset Management

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

Acadian Asset Management

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

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

Natixis Advisors

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

Bank of America

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

Jones Financial Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

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