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Blue Trust Inc’s Barclays BCS Stock Holding History

Blue Trust Inc’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 		$1.01M Buy
47,733
+593
+1% +$14.5K 0.01% 286
2025
Q4 		$1.2M Sell
47,140
-8,740
-16% -$194K 0.01% 249
2025
Q3 		$1.16M Buy
55,880
+1,543
+3% +$30.5K 0.01% 264
2025
Q2 		$1.01M Buy
54,337
+6,259
+13% +$104K 0.01% 270
2025
Q1 		$738K Buy
48,078
+22,539
+88% +$337K 0.01% 316
2024
Q4 		$339K Sell
25,539
-5,886
-19% -$76.3K ﹤0.01% 498
2024
Q3 		$337K Buy
31,425
+25,121
+398% +$294K ﹤0.01% 630
2024
Q2 		$59.6K Buy
6,304
+5,163
+452% +$53.7K ﹤0.01% 1181
2024
Q1 		$10.8K Sell
1,141
-7,042
-86% -$57.7K ﹤0.01% 1421
2023
Q4 		$64K Buy
8,183
+1,567
+24% +$11.3K ﹤0.01% 842
2023
Q3 		$52K Buy
6,616
+228
+4% +$1.77K ﹤0.01% 831
2023
Q2 		$46K Sell
6,388
-26,809
-81% -$207K ﹤0.01% 720
2023
Q1 		$259K Buy
33,197
+5,505
+20% +$45.5K ﹤0.01% 458
2022
Q4 		$177K Buy
27,692
+15,653
+130% +$114K ﹤0.01% 496
2022
Q3 		$91K Buy
12,039
+645
+6% +$4.97K ﹤0.01% 557
2022
Q2 		$90K Buy
+11,394
New +$89.4K ﹤0.01% 527

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Bank of America
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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