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NewEdge Wealth’s Barclays BCS Stock Holding History

NewEdge 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 		$1.67M Buy
79,021
+7,424
+10% +$181K 0.02% 485
2025
Q4 		$1.82M Buy
71,597
+7,738
+12% +$171K 0.02% 471
2025
Q3 		$1.36M Buy
63,859
+4,463
+8% +$88.4K 0.02% 487
2025
Q2 		$1.17M Buy
59,396
+7,084
+14% +$117K 0.02% 495
2025
Q1 		$804K Sell
52,312
-5,294
-9% -$79.3K 0.01% 525
2024
Q4 		$766K Buy
57,606
+26,832
+87% +$348K 0.01% 539
2024
Q3 		$374K Buy
30,774
+7,041
+30% +$82.4K 0.01% 677
2024
Q2 		$254K Buy
23,733
+9,651
+69% +$100K 0.01% 677
2024
Q1 		$144K Buy
+14,082
New +$115K ﹤0.01% 785
2023
Q4 		– Sell
-82,866
Closed -$646K – 738
2023
Q3 		$646K Buy
82,866
+23,459
+39% +$182K 0.02% 427
2023
Q2 		$467K Buy
59,407
+23,957
+68% +$185K 0.02% 466
2023
Q1 		$255K Buy
+35,450
New +$293K 0.01% 537

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