NFJ Investment Group’s Barclays BCS Stock Holding History

NFJ Investment 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	$4.11K	Sell	194 -7	-3%	-$171	﹤0.01%	208
2025 Q4	$5.12K	Hold	201	–	–	﹤0.01%	217
2025 Q3	$4.16K	Sell	201 -6	-3%	-$119	﹤0.01%	252
2025 Q2	$3.85K	Sell	207 -18,490	-99%	-$306K	﹤0.01%	261
2025 Q1	$287K	Sell	18,697 -15,390	-45%	-$230K	0.01%	264
2024 Q4	$453K	Sell	34,087 -3,753	-10%	-$48.6K	0.01%	251
2024 Q3	$460K	Sell	37,840 -4,975	-12%	-$58.2K	0.01%	252
2024 Q2	$459K	Sell	42,815 -63,842	-60%	-$664K	0.01%	230
2024 Q1	$1.01M	Sell	106,657 -19,706	-16%	-$161K	0.03%	215
2023 Q4	$996K	Sell	126,363 -3,569	-3%	-$25.7K	0.03%	203
2023 Q3	$1.01M	Buy	+129,932	New	+$1.01M	0.03%	192

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