Barometer Capital Management’s Barclays BCS Stock Holding History

Barometer Capital 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	$1.83M	Buy	86,500 +82,400	+2,010%	+$2.01M	0.63%	37
2025 Q4	$375K	Sell	4,100 -73,065	-95%	-$1.62M	0.09%	120
2025 Q3	$1.6M	Buy	77,165 +26,900	+54%	+$533K	0.36%	45
2025 Q2	$927K	Buy	50,265 +34,500	+219%	+$571K	0.26%	48
2025 Q1	$242K	Buy	+15,765	New	+$236K	0.09%	103
2024 Q4	–	Sell	-15,765	Closed	-$192K	–	147
2024 Q3	$192K	Hold	15,765	–	–	0.06%	118
2024 Q2	$169K	Sell	15,765 -24,400	-61%	-$254K	0.07%	137
2024 Q1	$411K	Buy	40,165 +24,965	+164%	+$204K	0.11%	102
2023 Q4	$120K	Buy	+15,200	New	+$109K	0.03%	138

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