Larson Financial Group’s Barclays BCS Stock Holding History

Larson Financial Group’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	$25.1K	Buy	1,187 +459	+63%	+$11.2K	﹤0.01%	1716
2025 Q4	$18.5K	Sell	728 -112	-13%	-$2.48K	﹤0.01%	1766
2025 Q3	$17.4K	Buy	840 +315	+60%	+$6.24K	﹤0.01%	1718
2025 Q2	$9.77K	Buy	525 +109	+26%	+$1.8K	﹤0.01%	1818
2025 Q1	$6.39K	Hold	416	–	–	﹤0.01%	1811
2024 Q4	$5.53K	Hold	416	–	–	﹤0.01%	1641
2024 Q3	$5.05K	Buy	416 +5	+1%	+$59	﹤0.01%	1669
2024 Q2	$4.4K	Buy	411 +11	+3%	+$114	﹤0.01%	1473
2024 Q1	$3.78K	Hold	400	–	–	﹤0.01%	1248
2023 Q4	$3.15K	Hold	400	–	–	﹤0.01%	1285
2023 Q3	$3.12K	Hold	400	–	–	﹤0.01%	1267
2023 Q2	$3.14K	Buy	+400	New	+$3.1K	﹤0.01%	1190

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