Axa

Axa’s Barclays BCS Stock Holding History

Axa’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
2025 Q3	–	Sell	-431	Closed	-$8.01K	–	181
2025 Q2	$8.01K	Buy	431 +302	+234%	+$5K	﹤0.01%	1117
2025 Q1	$1.98K	Hold	129	–	–	﹤0.01%	1055
2024 Q4	$1.71K	Hold	129	–	–	﹤0.01%	1064
2024 Q3	$1.57K	Hold	129	–	–	﹤0.01%	1086
2024 Q2	$1.38K	Hold	129	–	–	﹤0.01%	1056
2024 Q1	$1.22K	Sell	129 -121	-48%	-$991	﹤0.01%	1057
2023 Q4	$1.97K	Hold	250	–	–	﹤0.01%	1062
2023 Q3	$1.95K	Hold	250	–	–	﹤0.01%	1059
2023 Q2	$1.97K	Sell	250 -99	-28%	-$766	﹤0.01%	1078
2023 Q1	$2.51K	Hold	349	–	–	﹤0.01%	1101
2022 Q4	$39.1K	Hold	349	–	–	﹤0.01%	1120
2022 Q3	$2.23K	Buy	+349	New	+$2.69K	﹤0.01%	1131
2021 Q1	–	Sell	-4,660	Closed	-$37K	–	1212
2020 Q4	$37K	Buy	4,660 +238	+5%	+$1.59K	﹤0.01%	1226
2020 Q3	$22K	Buy	+4,422	New	+$24.4K	﹤0.01%	1251
2020 Q1	–	Sell	-13,056	Closed	-$124K	–	1173
2019 Q4	$124K	Hold	13,056	–	–	﹤0.01%	1149
2019 Q3	$96K	Buy	+13,056	New	+$94.4K	﹤0.01%	1276

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

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

Fidelity Investments

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return