Personal CFO Solutions’s Barclays BCS Stock Holding History

Personal CFO Solutions’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	$663K	Buy	31,328 +2,175	+7%	+$53K	0.09%	200
2025 Q4	$742K	Sell	29,153 -377	-1%	-$8.35K	0.12%	161
2025 Q3	$610K	Sell	29,530 -165	-0.6%	-$3.27K	0.11%	192
2025 Q2	$552K	Buy	29,695 +1,293	+5%	+$21.4K	0.1%	199
2025 Q1	$436K	Sell	28,402 -3,463	-11%	-$51.8K	0.09%	234
2024 Q4	$423K	Sell	31,865 -1,291	-4%	-$16.7K	0.08%	235
2024 Q3	$403K	Buy	33,156 +17,250	+108%	+$202K	0.06%	317
2024 Q2	$170K	Buy	15,906 +279	+2%	+$2.9K	0.03%	518
2024 Q1	$148K	Buy	15,627 +412	+3%	+$3.37K	0.02%	533
2023 Q4	$120K	Buy	15,215 +3,557	+31%	+$25.6K	0.02%	503
2023 Q3	$90.8K	Buy	+11,658	New	+$90.5K	0.02%	448
2022 Q2	–	Sell	-28,387	Closed	-$224K	–	438
2022 Q1	$224K	Sell	28,387 -123	-0.4%	-$1.25K	0.04%	412
2021 Q4	$295K	Buy	28,510 +3,570	+14%	+$37.4K	0.06%	329
2021 Q3	$257K	Buy	+24,940	New	+$248K	0.05%	344

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