Aprio Wealth Management’s Barclays BCS Stock Holding History

Aprio Wealth Management’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	$439K	Buy	20,730 +125	+0.6%	+$3.05K	0.02%	393
2025 Q4	$524K	Buy	20,605 +586	+3%	+$13K	0.03%	311
2025 Q3	$414K	Buy	20,019 +1,350	+7%	+$26.7K	0.04%	260
2025 Q2	$347K	Buy	18,669 +54	+0.3%	+$893	0.04%	250
2025 Q1	$286K	Buy	18,615 +3,383	+22%	+$50.6K	0.04%	276
2024 Q4	$202K	Buy	15,232 +2,181	+17%	+$28.3K	0.03%	299
2024 Q3	$159K	Sell	13,051 -644	-5%	-$7.54K	0.03%	276
2024 Q2	$147K	Buy	13,695 +3,499	+34%	+$36.4K	0.03%	247
2024 Q1	$96.4K	Buy	+10,196	New	+$83.5K	0.02%	237

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