Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Barclays BCS Stock Holding History

Envestnet Portfolio Solutions’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 		$628K Sell
29,681
-2,014
-6% -$49.1K ﹤0.01% 803
2025
Q4 		$807K Buy
31,695
+1,017
+3% +$22.5K ﹤0.01% 845
2025
Q3 		$634K Buy
30,678
+2,471
+9% +$48.9K ﹤0.01% 928
2025
Q2 		$524K Sell
28,207
-7,224
-20% -$120K ﹤0.01% 1078
2025
Q1 		$544K Sell
35,431
-30,162
-46% -$452K ﹤0.01% 1010
2024
Q4 		$872K Buy
65,593
+5,781
+10% +$74.9K ﹤0.01% 991
2024
Q3 		$727K Buy
59,812
+5,516
+10% +$64.6K ﹤0.01% 1027
2024
Q2 		$582K Buy
54,296
+3,984
+8% +$41.4K ﹤0.01% 1069
2024
Q1 		$475K Buy
50,312
+7,734
+18% +$63.3K ﹤0.01% 1144
2023
Q4 		$336K Sell
42,578
-1,395
-3% -$10K ﹤0.01% 1236
2023
Q3 		$343K Buy
+43,973
New +$341K ﹤0.01% 1159

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