Smartleaf Asset Management’s Barclays BCS Stock Holding History

Smartleaf Asset Management’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	$1.2M	Buy	59,618 +4,793	+9%	+$117K	0.04%	361
2025 Q4	$1.4M	Buy	54,825 +7,281	+15%	+$161K	0.05%	302
2025 Q3	$981K	Buy	47,544 +9,630	+25%	+$191K	0.06%	322
2025 Q2	$706K	Buy	37,914 +1,859	+5%	+$30.8K	0.06%	314
2025 Q1	$555K	Buy	36,055 +4,087	+13%	+$61.2K	0.05%	334
2024 Q4	$425K	Buy	31,968 +10,516	+49%	+$136K	0.04%	361
2024 Q3	$264K	Buy	21,452 +7,212	+51%	+$84.4K	0.03%	427
2024 Q2	$152K	Buy	14,240 +5,542	+64%	+$57.6K	0.02%	455
2024 Q1	$81.9K	Buy	8,698 +8,616	+10,507%	+$70.6K	0.02%	568
2023 Q4	$646	Buy	+82	New	+$591	﹤0.01%	1064

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