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RWA Wealth Partners’s Barclays BCS Stock Holding History

RWA Wealth Partners’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 		$763K Hold
36,076
– – 0.01% 382
2025
Q4 		$918K Buy
36,076
+906
+3% +$20.1K 0.01% 355
2025
Q3 		$727K Hold
35,170
– – 0.01% 385
2025
Q2 		$654K Buy
+35,170
New +$582K 0.01% 387
2018
Q4 		– Sell
-29,864
Closed -$256K – 220
2018
Q3 		$256K Hold
29,864
– – 0.03% 196
2018
Q2 		$286K Buy
29,864
+1,575
+6% +$17K 0.03% 194
2018
Q1 		$320K Hold
28,289
– – 0.04% 159
2017
Q4 		$295K Sell
28,289
-655
-2% -$6.36K 0.03% 195
2017
Q3 		$286K Buy
+28,944
New +$287K 0.03% 197

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