Leuthold Group’s Barclays BCS Stock Holding History

Leuthold 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	$7.05M	Buy	333,080 +4,427	+1%	+$108K	0.75%	47
2025 Q4	$8.36M	Buy	328,653 +1,129	+0.3%	+$25K	0.9%	34
2025 Q3	$6.77M	Buy	327,524 +10,281	+3%	+$204K	0.74%	50
2025 Q2	$5.9M	Sell	317,243 -4,559	-1%	-$75.4K	0.7%	52
2025 Q1	$4.94M	Sell	321,802 -17,718	-5%	-$265K	0.64%	55
2024 Q4	$4.51M	Buy	339,520 +313,831	+1,222%	+$4.07M	0.54%	72
2024 Q3	$312K	Sell	25,689 -620	-2%	-$7.26K	0.03%	160
2024 Q2	$282K	Sell	26,309 -380	-1%	-$3.95K	0.03%	160
2024 Q1	$252K	Sell	26,689 -1,139	-4%	-$9.33K	0.03%	170
2023 Q4	$219K	Sell	27,828 -214	-0.8%	-$1.54K	0.03%	170
2023 Q3	$218K	Sell	28,042 -351	-1%	-$2.72K	0.03%	179
2023 Q2	$223K	Hold	28,393	–	–	0.03%	191
2023 Q1	$204K	Sell	28,393 -1,595	-5%	-$13.2K	0.03%	187
2022 Q4	$234K	Buy	+29,988	New	+$219K	0.03%	184
2022 Q1	–	Sell	-29,150	Closed	-$302K	–	193
2021 Q4	$302K	Buy	+29,150	New	+$306K	0.04%	168

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