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Rothschild Investment LLC’s Barclays BCS Stock Holding History

Rothschild Investment LLC’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 		$89.6K Sell
4,236
-14
-0.3% -$341 ﹤0.01% 922
2025
Q4 		$108K Buy
4,250
+18
+0.4% +$399 0.01% 785
2025
Q3 		$87.5K Buy
4,232
+2,399
+131% +$47.5K ﹤0.01% 832
2025
Q2 		$34.1K Buy
1,833
+73
+4% +$1.21K ﹤0.01% 883
2025
Q1 		$27K Sell
1,760
-954
-35% -$14.3K ﹤0.01% 922
2024
Q4 		$36.1K Sell
2,714
-303
-10% -$3.93K ﹤0.01% 859
2024
Q3 		$36.7K Buy
3,017
+192
+7% +$2.25K ﹤0.01% 855
2024
Q2 		$30.3K Buy
2,825
+1,440
+104% +$15K ﹤0.01% 879
2024
Q1 		$13.1K Buy
1,385
+284
+26% +$2.33K ﹤0.01% 1010
2023
Q4 		$8.68K Buy
+1,101
New +$7.93K ﹤0.01% 1015

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