Hantz Financial Services’s Barclays BCS Stock Holding History

Hantz Financial Services’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	$1.89M	Sell	89,115 -18,289	-17%	-$446K	0.03%	345
2025 Q4	$2.73M	Buy	107,404 +42,780	+66%	+$948K	0.04%	282
2025 Q3	$1.34M	Buy	64,624 +42,797	+196%	+$847K	0.02%	409
2025 Q2	$406K	Buy	21,827 +17,181	+370%	+$284K	0.01%	542
2025 Q1	$71K	Sell	4,646 -109,321	-96%	-$1.64M	﹤0.01%	653
2024 Q4	$1.51M	Sell	113,967 -19,920	-15%	-$258K	0.03%	367
2024 Q3	$1.63M	Sell	133,887 -3,089	-2%	-$36.2K	0.03%	368
2024 Q2	$1.47M	Buy	136,976 +65	+0%	+$676	0.03%	374
2024 Q1	$1.29M	Buy	136,911 +8,870	+7%	+$72.6K	0.03%	401
2023 Q4	$1.01M	Buy	128,041 +3,567	+3%	+$25.7K	0.02%	432
2023 Q3	$970K	Buy	124,474 +4,007	+3%	+$31.1K	0.02%	415
2023 Q2	$947K	Buy	120,467 +5,802	+5%	+$44.9K	0.02%	409
2023 Q1	$824K	Buy	114,665 +3,704	+3%	+$30.6K	0.02%	423
2022 Q4	$865K	Buy	110,961 +1,311	+1%	+$9.56K	0.03%	402
2022 Q3	$702K	Buy	109,650 +2,421	+2%	+$18.7K	0.02%	403
2022 Q2	$815K	Buy	107,229 +9,128	+9%	+$71.6K	0.03%	387
2022 Q1	$775K	Buy	98,101 +11,757	+14%	+$120K	0.02%	404
2021 Q4	$894K	Buy	86,344 +1,112	+1%	+$11.7K	0.03%	381
2021 Q3	$880K	Buy	85,232 +3,690	+5%	+$36.7K	0.03%	356
2021 Q2	$787K	Sell	81,542 -4,618	-5%	-$47.2K	0.03%	348
2021 Q1	$881K	Buy	+86,160	New	+$755K	0.04%	300

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