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Stratos Wealth Partners’s Barclays BCS Stock Holding History

Stratos Wealth 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 		$202K Sell
9,554
-9,634
-50% -$235K ﹤0.01% 1534
2025
Q4 		$488K Buy
19,188
+3,755
+24% +$83.2K 0.01% 1054
2025
Q3 		$319K Buy
+15,433
New +$306K ﹤0.01% 1220
2018
Q2 		– Sell
-7,842
Closed -$89K – 1112
2018
Q1 		$89K Buy
7,842
+355
+5% +$3.87K ﹤0.01% 1256
2017
Q4 		$78K Buy
+7,487
New +$72.7K ﹤0.01% 1299
2016
Q4 		– Sell
-13,124
Closed -$108K – 727
2016
Q3 		$108K Buy
+13,124
New +$104K 0.01% 649

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