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Beverly Hills Private Wealth’s Barclays BCS Stock Holding History

Beverly Hills Private Wealth’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 		$216K Sell
10,201
-1,966
-16% -$47.9K 0.04% 317
2025
Q4 		$310K Sell
12,167
-81
-0.7% -$1.79K 0.05% 252
2025
Q3 		$253K Sell
12,248
-2,191
-15% -$43.4K 0.04% 294
2025
Q2 		$268K Sell
14,439
-1,279
-8% -$21.2K 0.05% 282
2025
Q1 		$241K Buy
15,718
+52
+0.3% +$778 0.05% 305
2024
Q4 		$208K Sell
15,666
-236
-1% -$3.06K 0.04% 314
2024
Q3 		$193K Buy
+15,902
New +$186K 0.04% 322

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
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