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Legacy Capital Group California’s Barclays BCS Stock Holding History

Legacy Capital Group California’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 		$881K Sell
41,654
-7,917
-16% -$193K 0.34% 84
2025
Q4 		$1.26M Sell
49,571
-550
-1% -$12.2K 0.31% 78
2025
Q3 		$1.04M Buy
50,121
+869
+2% +$17.2K 0.26% 99
2025
Q2 		$916K Buy
49,252
+33,223
+207% +$550K 0.25% 102
2025
Q1 		$246K Buy
16,029
+1,188
+8% +$17.8K 0.09% 270
2024
Q4 		$197K Buy
+14,841
New +$192K 0.06% 322
2023
Q3 		– Sell
-23,865
Closed -$188K – 271
2023
Q2 		$188K Buy
23,865
+4,272
+22% +$33.1K 0.08% 258
2023
Q1 		$141K Buy
+19,593
New +$162K 0.07% 234

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