Thurston Springer Miller Herd & Titak’s Barclays BCS Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q2	$32.2K	Hold	1,200	–	–	0.01%	562
2026 Q1	$25.4K	Sell	1,200 -320	-21%	-$7.8K	0.01%	711
2025 Q4	$38.7K	Buy	+1,520	New	+$33.7K	0.01%	557
2025 Q3	–	Sell	-1,930	Closed	-$35.9K	–	608
2025 Q2	$35.9K	Hold	1,930	–	–	﹤0.01%	775
2025 Q1	$29.6K	Hold	1,930	–	–	0.01%	763
2024 Q4	$25.6K	Hold	1,930	–	–	0.01%	673
2024 Q3	$23.4K	Buy	+1,930	New	+$22.6K	0.01%	776

Other funds holding BCS

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return