EWA
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EverSource Wealth Advisors’s Barclays BCS Stock Holding History

EverSource 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 		$420K Buy
19,860
+4,821
+32% +$118K 0.01% 678
2025
Q4 		$383K Buy
15,039
+1,451
+11% +$32.1K 0.01% 640
2025
Q3 		$281K Buy
13,588
+833
+7% +$16.5K 0.01% 748
2025
Q2 		$237K Buy
12,755
+2,663
+26% +$44.1K 0.01% 791
2025
Q1 		$155K Sell
10,092
-10,860
-52% -$163K 0.01% 758
2024
Q4 		$278K Buy
20,952
+16,418
+362% +$213K 0.02% 532
2024
Q3 		$55.1K Buy
4,534
+308
+7% +$3.61K ﹤0.01% 1025
2024
Q2 		$50.4K Buy
4,226
+579
+16% +$6.02K ﹤0.01% 1088
2024
Q1 		$37.3K Buy
3,647
+1,524
+72% +$12.5K ﹤0.01% 1093
2023
Q4 		$16.7K Buy
2,123
+1,001
+89% +$7.21K ﹤0.01% 1320
2023
Q3 		$8.74K Buy
1,122
+804
+253% +$6.24K ﹤0.01% 1473
2023
Q2 		$2.5K Sell
318
-299
-48% -$2.31K ﹤0.01% 1965
2023
Q1 		$4.44K Buy
617
+270
+78% +$2.23K ﹤0.01% 1683
2022
Q4 		$2.71K Sell
347
-8,897
-96% -$64.9K ﹤0.01% 1819
2022
Q3 		$59K Buy
9,244
+8,190
+777% +$63.1K 0.01% 592
2022
Q2 		$8K Buy
1,054
+382
+57% +$3K ﹤0.01% 1095
2022
Q1 		$5K Sell
672
-8,376
-93% -$85.5K ﹤0.01% 1222
2021
Q4 		$93K Buy
+9,048
New +$94.9K 0.03% 315

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