Spire Wealth Management’s Barclays BCS Stock Holding History

Spire Wealth 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	$13K	Buy	+616	New	+$15K	﹤0.01%	1545
2025 Q3	–	Sell	-1,000	Closed	-$18.6K	–	2368
2025 Q2	$18.6K	Sell	1,000 -59,788	-98%	-$989K	﹤0.01%	1537
2025 Q1	$934K	Buy	60,788 +52,736	+655%	+$789K	0.03%	419
2024 Q4	$107K	Buy	8,052 +51	+0.6%	+$661	﹤0.01%	1010
2024 Q3	$97.2K	Sell	8,001 -2,700	-25%	-$31.6K	﹤0.01%	920
2024 Q2	$115K	Hold	10,701	–	–	﹤0.01%	856
2024 Q1	$101K	Sell	10,701 -57,924	-84%	-$474K	﹤0.01%	984
2023 Q4	$505K	Buy	68,625 +19,954	+41%	+$144K	0.02%	509
2023 Q3	$379K	Buy	48,671 +22,475	+86%	+$174K	0.01%	542
2023 Q2	$206K	Sell	26,196 -26,900	-51%	-$208K	0.01%	710
2023 Q1	$382K	Buy	53,096 +970	+2%	+$8.02K	0.01%	558
2022 Q4	$407K	Buy	52,126 +41,296	+381%	+$301K	0.02%	393
2022 Q3	$69K	Buy	10,830 +8,498	+364%	+$65.5K	﹤0.01%	839
2022 Q2	$18K	Sell	2,332 -842	-27%	-$6.61K	﹤0.01%	1709
2022 Q1	$25K	Sell	3,174 -533	-14%	-$5.44K	﹤0.01%	1708
2021 Q4	$38K	Buy	3,707 +1,637	+79%	+$17.2K	﹤0.01%	1841
2021 Q3	$21K	Hold	2,070	–	–	﹤0.01%	1835
2021 Q2	$20K	Sell	2,070 -253	-11%	-$2.58K	﹤0.01%	1863
2021 Q1	$24K	Buy	+2,323	New	+$20.4K	﹤0.01%	2074

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