Sivia Capital Partners’s Barclays BCS Stock Holding History

Sivia Capital 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	$857K	Sell	40,519 -1,669	-4%	-$40.7K	0.17%	157
2025 Q4	$1.07M	Buy	42,188 +18,542	+78%	+$411K	0.22%	99
2025 Q3	$489K	Buy	23,646 +74	+0.3%	+$1.47K	0.14%	176
2025 Q2	$438K	Buy	23,572 +3,868	+20%	+$64K	0.15%	158
2025 Q1	$303K	Buy	19,704 +8,262	+72%	+$124K	0.14%	155
2024 Q4	$152K	Sell	11,442 -665	-5%	-$8.62K	0.08%	186
2024 Q3	$147K	Buy	12,107 +97	+0.8%	+$1.14K	0.09%	199
2024 Q2	$129K	Hold	12,010	–	–	0.09%	181
2024 Q1	$113K	Buy	12,010 +488	+4%	+$4K	0.08%	177
2023 Q4	$90.8K	Buy	+11,522	New	+$83K	0.07%	179

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