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EP Wealth Advisors’s Barclays BCS Stock Holding History

EP Wealth Advisors’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 		$366K Sell
17,296
-671
-4% -$16.4K ﹤0.01% 1057
2025
Q4 		$457K Buy
+17,967
New +$398K ﹤0.01% 927
2025
Q2 		$277K Buy
14,875
+4,241
+40% +$70.2K ﹤0.01% 1069
2025
Q1 		$163K Buy
+10,634
New +$159K ﹤0.01% 1175
2024
Q4 		– Sell
-10,847
Closed -$132K – 1246
2024
Q3 		$132K Buy
+10,847
New +$127K ﹤0.01% 1112
2022
Q3 		– Sell
-38,607
Closed -$293K – 365
2022
Q2 		$293K Buy
38,607
+17,240
+81% +$135K 0.01% 484
2022
Q1 		$169K Buy
21,367
+2,837
+15% +$28.9K ﹤0.01% 589
2021
Q4 		$192K Buy
18,530
+720
+4% +$7.55K ﹤0.01% 531
2021
Q3 		$184K Buy
17,810
+1,026
+6% +$10.2K 0.01% 515
2021
Q2 		$162K Buy
16,784
+1,717
+11% +$17.5K ﹤0.01% 525
2021
Q1 		$154K Buy
15,067
+1,484
+11% +$13K ﹤0.01% 482
2020
Q4 		$109K Buy
+13,583
New +$90.9K ﹤0.01% 451
2020
Q3 		– Sell
-15,970
Closed -$90K – 356
2020
Q2 		$90K Buy
15,970
+1,778
+13% +$9.26K ﹤0.01% 363
2020
Q1 		$64K Sell
14,192
-1,320
-9% -$10.2K ﹤0.01% 357
2019
Q4 		$148K Buy
15,512
+737
+5% +$6.37K 0.01% 407
2019
Q3 		$108K Buy
+14,775
New +$107K 0.01% 355

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