HUB Investment Partners’s Barclays BCS Stock Holding History

HUB Investment Partners’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	$461K	Sell	21,795 -182	-0.8%	-$4.44K	0.01%	598
2025 Q4	$559K	Buy	21,977 +719	+3%	+$15.9K	0.02%	453
2025 Q3	$439K	Buy	21,258 +2,312	+12%	+$45.8K	0.02%	448
2025 Q2	$352K	Buy	18,946 +1,522	+9%	+$25.2K	0.01%	469
2025 Q1	$268K	Sell	17,424 -402	-2%	-$6.02K	0.01%	476
2024 Q4	$237K	Buy	17,826 +567	+3%	+$7.35K	0.01%	457
2024 Q3	$210K	Buy	17,259 +647	+4%	+$7.58K	0.01%	469
2024 Q2	$178K	Buy	16,612 +3,051	+22%	+$31.7K	0.01%	450
2024 Q1	$128K	Buy	+13,561	New	+$111K	0.01%	451

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