GAMMA Investing’s Barclays BCS Stock Holding History

GAMMA Investing’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 Q2	$647K	Buy	24,085 +2,609	+12%	+$62.9K	0.02%	543
2026 Q1	$454K	Buy	21,476 +433	+2%	+$10.6K	0.02%	607
2025 Q4	$536K	Buy	21,043 +1,771	+9%	+$39.2K	0.03%	514
2025 Q3	$398K	Buy	19,272 +2,000	+12%	+$39.6K	0.02%	587
2025 Q2	$321K	Buy	17,272 +1,223	+8%	+$20.2K	0.02%	648
2025 Q1	$247K	Buy	16,049 +2,381	+17%	+$35.6K	0.02%	671
2024 Q4	$182K	Buy	13,668 +4,388	+47%	+$56.9K	0.02%	743
2024 Q3	$113K	Buy	9,280 +2,774	+43%	+$32.5K	0.01%	921
2024 Q2	$69.7K	Buy	6,506 +2,095	+47%	+$21.8K	0.01%	979
2024 Q1	$41.7K	Buy	4,411 +1,503	+52%	+$12.3K	0.01%	1161
2023 Q4	$21.9K	Buy	+2,908	New	+$20.9K	0.01%	1434

Other funds holding BCS

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return