Advisornet Financial’s Barclays BCS Stock Holding History

Advisornet Financial’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	$8.27K	Hold	391	–	–	﹤0.01%	1593
2025 Q4	$9.95K	Buy	+391	New	+$8.66K	﹤0.01%	1548
2025 Q3	–	Sell	-260	Closed	-$4.83K	–	2246
2025 Q2	$4.83K	Buy	+260	New	+$4.3K	﹤0.01%	1671
2023 Q3	–	Sell	-1,569	Closed	-$12.3K	–	2293
2023 Q2	$12.3K	Buy	+1,569	New	+$12.1K	﹤0.01%	1256
2022 Q2	–	Sell	-69	Closed	-$1K	–	1879
2022 Q1	$1K	Hold	69	–	–	﹤0.01%	1848
2021 Q4	$1K	Buy	+69	New	+$724	﹤0.01%	1893
2018 Q3	–	Sell	-220	Closed	-$2K	–	1468
2018 Q2	$2K	Buy	+220	New	+$2.38K	﹤0.01%	1366

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