GW&K Investment Management’s Barclays BCS Stock Holding History

GW&K Investment Management’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	$13K	Buy	635 +76	+14%	+$1.85K	﹤0.01%	832
2025 Q4	$14K	Hold	559	–	–	﹤0.01%	807
2025 Q3	$12K	Hold	559	–	–	﹤0.01%	828
2025 Q2	$10K	Hold	559	–	–	﹤0.01%	837
2025 Q1	$9K	Hold	559	–	–	﹤0.01%	823
2024 Q4	$7K	Hold	559	–	–	﹤0.01%	839
2024 Q3	$7K	Sell	559 -9	-2%	-$105	﹤0.01%	828
2024 Q2	$6K	Sell	568 -79	-12%	-$821	﹤0.01%	815
2024 Q1	$6K	Buy	647 +285	+79%	+$2.33K	﹤0.01%	804
2023 Q4	$3K	Hold	362	–	–	﹤0.01%	839
2023 Q3	$3K	Hold	362	–	–	﹤0.01%	824
2023 Q2	$3K	Buy	+362	New	+$2.8K	﹤0.01%	813

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 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 New York $761B AUM 31.28% 1-Year Est. Return

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