Snowden Capital Advisors’s Barclays BCS Stock Holding History

Snowden Capital 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	$227K	Sell	10,749 -1,202	-10%	-$29.3K	0.01%	1154
2025 Q4	$304K	Buy	11,951 +185	+2%	+$4.1K	0.01%	1039
2025 Q3	$243K	Buy	11,766 +958	+9%	+$19K	0.01%	1119
2025 Q2	$201K	Sell	10,808 -8,347	-44%	-$138K	0.01%	1167
2025 Q1	$300K	Sell	19,155 -2,505	-12%	-$37.5K	0.01%	975
2024 Q4	$288K	Buy	21,660 +2,506	+13%	+$32.5K	0.01%	1014
2024 Q3	$233K	Sell	19,154 -53	-0.3%	-$620	0.01%	1118
2024 Q2	$206K	Sell	19,207 -98	-0.5%	-$1.02K	0.01%	1132
2024 Q1	$187K	Buy	19,305 +4,321	+29%	+$35.4K	0.01%	1135
2023 Q4	$118K	Sell	14,984 -2,947	-16%	-$21.2K	﹤0.01%	1098
2023 Q3	$140K	Sell	17,931 -4,067	-18%	-$31.6K	0.01%	1031
2023 Q2	$173K	Buy	21,998 +3,977	+22%	+$30.8K	0.01%	1120
2023 Q1	$130K	Sell	18,021 -5,538	-24%	-$45.8K	0.01%	1106
2022 Q4	$184K	Sell	23,559 -7,077	-23%	-$51.6K	0.01%	1076
2022 Q3	$196K	Sell	30,636 -2,919	-9%	-$22.5K	0.01%	1039
2022 Q2	$255K	Buy	33,555 +1,527	+5%	+$12K	0.01%	933
2022 Q1	$253K	Buy	32,028 +31,826	+15,755%	+$325K	0.01%	893
2021 Q4	$2K	Sell	202 -14,202	-99%	-$149K	﹤0.01%	1842
2021 Q3	$149K	Buy	14,404 +3,644	+34%	+$36.3K	0.01%	848
2021 Q2	$104K	Buy	+10,760	New	+$110K	0.01%	862

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