Bell Investment Advisors’s Barclays BCS Stock Holding History

Bell Investment Advisors’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	$18.9K	Sell	892 -134	-13%	-$3.27K	﹤0.01%	460
2025 Q4	$26.1K	Buy	1,026 +268	+35%	+$5.94K	﹤0.01%	369
2025 Q3	$15.7K	Sell	758 -78	-9%	-$1.54K	﹤0.01%	487
2025 Q2	$15.5K	Hold	836	–	–	﹤0.01%	502
2025 Q1	$12.8K	Hold	836	–	–	﹤0.01%	512
2024 Q4	$11.1K	Hold	836	–	–	﹤0.01%	558
2024 Q3	$10.2K	Hold	836	–	–	﹤0.01%	615
2024 Q2	$8.95K	Hold	836	–	–	﹤0.01%	659
2024 Q1	$7.9K	Hold	836	–	–	﹤0.01%	684
2023 Q4	$6.59K	Buy	836 +453	+118%	+$3.26K	﹤0.01%	733
2023 Q3	$2.98K	Hold	383	–	–	﹤0.01%	1084
2023 Q2	$3.01K	Hold	383	–	–	﹤0.01%	1088
2023 Q1	$2.75K	Hold	383	–	–	﹤0.01%	1090
2022 Q4	$2.99K	Hold	383	–	–	﹤0.01%	1068
2022 Q3	$2K	Buy	383 +12	+3%	+$92	﹤0.01%	1042
2022 Q2	$3K	Buy	+371	New	+$2.91K	﹤0.01%	897
2021 Q4	$4K	Hold	372	–	–	﹤0.01%	832
2021 Q3	$4K	Buy	+372	New	+$3.7K	﹤0.01%	771

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