SFA
BCS icon

Sequoia Financial Advisors’s Barclays BCS Stock Holding History

Sequoia Financial Advisors’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 		$1.04M Buy
49,200
+2,883
+6% +$70.3K 0.01% 876
2025
Q4 		$1.18M Sell
46,317
-459
-1% -$10.2K 0.01% 809
2025
Q3 		$967K Buy
46,776
+7,565
+19% +$150K 0.01% 794
2025
Q2 		$729K Buy
39,211
+6,230
+19% +$103K 0.01% 829
2025
Q1 		$507K Buy
32,981
+1,571
+5% +$23.5K ﹤0.01% 852
2024
Q4 		$417K Buy
31,410
+1,230
+4% +$15.9K ﹤0.01% 877
2024
Q3 		$367K Buy
30,180
+2,349
+8% +$27.5K ﹤0.01% 882
2024
Q2 		$298K Buy
27,831
+4,641
+20% +$48.3K ﹤0.01% 894
2024
Q1 		$219K Buy
23,190
+3,022
+15% +$24.7K ﹤0.01% 1009
2023
Q4 		$159K Sell
20,168
-1,375
-6% -$9.9K ﹤0.01% 1129
2023
Q3 		$168K Sell
21,543
-1,155
-5% -$8.96K ﹤0.01% 880
2023
Q2 		$178K Buy
22,698
+1,269
+6% +$9.82K ﹤0.01% 875
2023
Q1 		$154K Buy
21,429
+1,728
+9% +$14.3K ﹤0.01% 784
2022
Q4 		$154K Buy
19,701
+2,034
+12% +$14.8K ﹤0.01% 749
2022
Q3 		$113K Sell
17,667
-7,551
-30% -$58.2K ﹤0.01% 509
2022
Q2 		$192K Buy
25,218
+8,097
+47% +$63.6K 0.01% 549
2022
Q1 		$135K Buy
17,121
+223
+1% +$2.27K ﹤0.01% 632
2021
Q4 		$175K Buy
+16,898
New +$177K ﹤0.01% 559

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