Prospera Financial Services’s Barclays BCS Stock Holding History

Prospera Financial Services’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	$738K	Sell	34,890 -118,920	-77%	-$2.9M	0.01%	844
2025 Q4	$3.91M	Buy	153,810 +81,623	+113%	+$1.81M	0.06%	301
2025 Q3	$1.49M	Buy	72,187 +50,661	+235%	+$1M	0.03%	557
2025 Q2	$400K	Buy	21,526 +699	+3%	+$11.6K	0.01%	990
2025 Q1	$320K	Buy	20,827 +2,040	+11%	+$30.5K	0.01%	961
2024 Q4	$250K	Buy	18,787 +847	+5%	+$11K	0.01%	1000
2024 Q3	$218K	Buy	17,940 +500	+3%	+$5.85K	0.01%	1050
2024 Q2	$187K	Buy	+17,440	New	+$181K	0.01%	1078
2022 Q2	–	Sell	-2,661	Closed	-$21K	–	1700
2022 Q1	$21K	Buy	+2,661	New	+$27.1K	﹤0.01%	1707
2020 Q4	–	Sell	-89	Closed	–	–	756
2020 Q3	$0	Buy	+89	New	+$492	﹤0.01%	1613

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