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Curi RMB Capital’s Barclays BCS Stock Holding History

Curi RMB Capital’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 		$6.08M Sell
287,240
-47,921
-14% -$1.17M 0.11% 195
2025
Q4 		$8.53M Buy
335,161
+98,966
+42% +$2.19M 0.15% 169
2025
Q3 		$4.88M Sell
236,195
-2,538
-1% -$50.2K 0.09% 213
2025
Q2 		$4.44M Sell
238,733
-40,770
-15% -$674K 0.08% 227
2025
Q1 		$4.34M Buy
+279,503
New +$4.18M 0.11% 202
2020
Q1 		– Sell
-21,087
Closed -$201K – 663
2019
Q4 		$201K Buy
+21,087
New +$182K 0.01% 628
2019
Q2 		– Sell
-1,354
Closed -$10K – 749
2019
Q1 		$10K Buy
+1,354
New +$10.9K ﹤0.01% 770
2014
Q1 		– Sell
-12,565
Closed -$210K – 377
2013
Q4 		$210K Sell
12,565
-6
-0% -$95 0.01% 347
2013
Q3 		$198K Sell
12,571
-5,572
-31% -$87.2K 0.01% 360
2013
Q2 		$265K Buy
+18,143
New +$287K 0.02% 304

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