Cetera Investment Advisers
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Cetera Investment Advisers’s Barclays BCS Stock Holding History

Cetera Investment Advisers’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 		$4.58M Buy
216,261
+49,841
+30% +$1.22M ﹤0.01% 1568
2025
Q4 		$4.24M Buy
166,420
+31,163
+23% +$690K ﹤0.01% 1585
2025
Q3 		$2.8M Buy
135,257
+47,412
+54% +$939K ﹤0.01% 1888
2025
Q2 		$1.63M Sell
87,845
-10,782
-11% -$178K ﹤0.01% 2002
2025
Q1 		$1.51M Buy
+98,627
New +$1.48M ﹤0.01% 1959
2024
Q3 		– Sell
-47,573
Closed -$510K – 3736
2024
Q2 		$510K Buy
47,573
+9,796
+26% +$102K ﹤0.01% 2576
2024
Q1 		$357K Buy
37,777
+24,225
+179% +$198K ﹤0.01% 2885
2023
Q4 		$107K Sell
13,552
-37
-0.3% -$267 ﹤0.01% 2135
2023
Q3 		$106K Sell
13,589
-673
-5% -$5.22K ﹤0.01% 2087
2023
Q2 		$112K Sell
14,262
-1,018
-7% -$7.88K ﹤0.01% 2086
2023
Q1 		$110K Sell
15,280
-2,483
-14% -$20.5K ﹤0.01% 2055
2022
Q4 		$139K Sell
17,763
-4,141
-19% -$30.2K ﹤0.01% 1957
2022
Q3 		$0 Buy
21,904
+9,587
+78% +$73.9K ﹤0.01% 1744
2022
Q2 		$94K Sell
12,317
-12,303
-50% -$96.6K ﹤0.01% 1742
2022
Q1 		$195K Sell
24,620
-9,081
-27% -$92.6K ﹤0.01% 1725
2021
Q4 		$349K Buy
33,701
+308
+0.9% +$3.23K 0.01% 1403
2021
Q3 		$345K Buy
33,393
+370
+1% +$3.68K 0.01% 1348
2021
Q2 		$319K Buy
33,023
+8,789
+36% +$89.8K 0.01% 1373
2021
Q1 		$248K Sell
24,234
-4,247
-15% -$37.2K ﹤0.01% 1348
2020
Q4 		$228K Buy
+28,481
New +$191K ﹤0.01% 1392

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