Baron Wealth Management’s Barclays BCS Stock Holding History

Baron 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 Q2	$1.1M	Buy	40,847 +5,559	+16%	+$134K	0.28%	43
2026 Q1	$747K	Sell	35,288 -2,994	-8%	-$73K	0.22%	63
2025 Q4	$974K	Buy	38,282 +3,849	+11%	+$85.3K	0.3%	42
2025 Q3	$712K	Buy	34,433 +1,496	+5%	+$29.6K	0.24%	56
2025 Q2	$612K	Buy	32,937 +888	+3%	+$14.7K	0.22%	67
2025 Q1	$492K	Buy	32,049 +13,369	+72%	+$200K	0.22%	77
2024 Q4	$248K	Buy	18,680 +1,937	+12%	+$25.1K	0.12%	146
2024 Q3	$203K	Buy	16,743 +6,062	+57%	+$71K	0.1%	192
2024 Q2	$114K	Buy	+10,681	New	+$111K	0.06%	177

Other funds holding BCS

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return