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Journey Strategic Wealth’s Barclays BCS Stock Holding History

Journey Strategic Wealth’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 		$217K Buy
10,264
+96
+0.9% +$2.34K 0.01% 726
2025
Q4 		$259K Sell
10,168
-340
-3% -$7.53K 0.01% 575
2025
Q3 		$217K Sell
10,508
-39
-0.4% -$772 0.01% 625
2025
Q2 		$196K Sell
10,547
-7,956
-43% -$132K 0.01% 628
2025
Q1 		$284K Sell
18,503
-7,054
-28% -$106K 0.01% 348
2024
Q4 		$340K Buy
25,557
+14,116
+123% +$183K 0.01% 304
2024
Q3 		$139K Sell
11,441
-16
-0.1% -$187 0.01% 494
2024
Q2 		$123K Sell
11,457
-1,469
-11% -$15.3K 0.01% 388
2024
Q1 		$122K Buy
+12,926
New +$106K 0.01% 306

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