FNT
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First National Trust’s Barclays BCS Stock Holding History

First National Trust’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 		$4.15M Hold
196,203
– – 0.14% 127
2025
Q4 		$4.99M Hold
196,203
– – 0.17% 115
2025
Q3 		$4.06M Hold
196,203
– – 0.14% 131
2025
Q2 		$3.65M Hold
196,203
– – 0.14% 136
2025
Q1 		$3.01M Hold
196,203
– – 0.12% 148
2024
Q4 		$2.61M Buy
196,203
+80,580
+70% +$1.04M 0.1% 152
2024
Q3 		$1.4M Hold
115,623
– – 0.05% 204
2024
Q2 		$1.24M Buy
115,623
+53,476
+86% +$556K 0.05% 196
2024
Q1 		$587K Hold
62,147
– – 0.02% 260
2023
Q4 		$490K Hold
62,147
– – 0.02% 265
2023
Q3 		$484K Hold
62,147
– – 0.02% 264
2023
Q2 		$488K Hold
62,147
– – 0.02% 266
2023
Q1 		$447K Buy
+62,147
New +$514K 0.02% 265

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