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Atomi Financial Group’s Barclays BCS Stock Holding History

Atomi Financial 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
Q1 		$1.6M Buy
+75,657
New +$1.84M 0.05% 292
2025
Q4 		– Sell
-108,786
Closed -$2.25M – 1213
2025
Q3 		$2.25M Buy
108,786
+4,415
+4% +$87.4K 0.07% 185
2025
Q2 		$1.94M Buy
104,371
+6,490
+7% +$107K 0.07% 190
2025
Q1 		$1.5M Buy
+97,881
New +$1.47M 0.07% 210
2024
Q4 		– Sell
-90,526
Closed -$1.1M – 974
2024
Q3 		$1.1M Buy
90,526
+12,755
+16% +$149K 0.07% 225
2024
Q2 		$833K Buy
77,771
+55,761
+253% +$580K 0.06% 251
2024
Q1 		$208K Buy
+22,010
New +$180K 0.02% 665

Other funds holding BCS

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Acadian Asset Management
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Morgan Stanley
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
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