Hedges Asset Management’s Barclays BCS Stock Holding History

Hedges Asset 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
2025 Q4	$3.07M	Buy	+120,500	New	+$2.67M	2.16%	8
2025 Q3	–	Sell	-120,800	Closed	-$2.25M	–	103
2025 Q2	$2.25M	Sell	120,800 -27,500	-19%	-$455K	1.8%	11
2025 Q1	$2.28M	Sell	148,300 -5,000	-3%	-$74.8K	1.5%	17
2024 Q4	$2.04M	Hold	153,300	–	–	1.34%	23
2024 Q3	$1.86M	Hold	153,300	–	–	1.23%	28
2024 Q2	$1.64M	Sell	153,300 -1,100	-0.7%	-$11.4K	1.18%	28
2024 Q1	$1.46M	Buy	+154,400	New	+$1.26M	1.02%	35
2023 Q4	–	Sell	-153,900	Closed	-$1.2M	–	107
2023 Q3	$1.2M	Buy	153,900 +200	+0.1%	+$1.55K	1.05%	34
2023 Q2	$1.21M	Hold	153,700	–	–	1.02%	33
2023 Q1	$1.11M	Buy	153,700 +5,000	+3%	+$41.3K	0.94%	33
2022 Q4	$1.16M	Sell	148,700 -5,000	-3%	-$36.5K	1.04%	29
2022 Q3	$984K	Hold	153,700	–	–	0.98%	27
2022 Q2	$1.17M	Hold	153,700	–	–	1.1%	24
2022 Q1	$1.21M	Buy	153,700 +17,000	+12%	+$173K	0.94%	34
2021 Q4	$1.42M	Buy	+136,700	New	+$1.43M	1.1%	26

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Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return