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Legacy Financial Advisors’s Barclays BCS Stock Holding History

Legacy Financial Advisors’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 		– Sell
-16,847
Closed -$348K – 399
2025
Q3 		$348K Buy
+16,847
New +$334K 0.05% 292
2025
Q2 		– Sell
-10,159
Closed -$156K – 347
2025
Q1 		$156K Buy
+10,159
New +$152K 0.03% 353
2024
Q3 		– Sell
-10,941
Closed -$117K – 359
2024
Q2 		$117K Buy
10,941
+285
+3% +$2.96K 0.02% 327
2024
Q1 		$101K Buy
+10,656
New +$87.3K 0.02% 319
2021
Q3 		– Sell
-13,637
Closed -$132K – 186
2021
Q2 		$132K Sell
13,637
-641
-4% -$6.55K 0.03% 171
2021
Q1 		$146K Buy
+14,278
New +$125K 0.04% 156
2020
Q4 		– Sell
-14,546
Closed -$73K – 144
2020
Q3 		$73K Buy
+14,546
New +$80.4K 0.02% 134
2019
Q2 		– Sell
-9,521
Closed -$75K – 204
2019
Q1 		$75K Sell
9,521
-1,486
-14% -$11.9K 0.03% 207
2018
Q4 		$79K Buy
11,007
+9,270
+534% +$74.7K 0.03% 172
2018
Q3 		$14K Buy
1,737
+54
+3% +$501 0.01% 435
2018
Q2 		$16K Buy
+1,683
New +$18.2K 0.01% 411
2018
Q1 		– Sell
-1,683
Closed -$17K – 818
2017
Q4 		$17K Buy
+1,683
New +$16.3K 0.01% 388

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
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