Vise Technologies’s Barclays BCS Stock Holding History

Vise Technologies’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	$2.97M	Hold	116,657	–	–	0.06%	258
2025 Q4	$2.97M	Buy	116,657 +28,402	+32%	+$629K	0.06%	259
2025 Q3	$1.82M	Buy	88,255 +15,495	+21%	+$307K	0.07%	277
2025 Q2	$1.35M	Buy	+72,760	New	+$1.2M	0.06%	357
2024 Q4	$575K	Sell	43,251 -343	-0.8%	-$4.44K	0.05%	385
2024 Q3	$530K	Buy	43,594 +6,752	+18%	+$79K	0.07%	280
2024 Q2	$395K	Buy	36,842 +4,736	+15%	+$49.2K	0.07%	266
2024 Q1	$303K	Buy	32,106 +8,392	+35%	+$68.7K	0.06%	287
2023 Q4	$187K	Sell	23,714 -5,251	-18%	-$37.8K	0.04%	344
2023 Q3	$226K	Sell	28,965 -3,880	-12%	-$30.1K	0.06%	295
2023 Q2	$258K	Buy	32,845 +1,449	+5%	+$11.2K	0.06%	275
2023 Q1	$226K	Sell	31,396 -6,571	-17%	-$54.3K	0.06%	300
2022 Q4	$296K	Sell	37,967 -911	-2%	-$6.64K	0.09%	239
2022 Q3	$249K	Buy	38,878 +7,059	+22%	+$54.4K	0.09%	245
2022 Q2	$242K	Buy	31,819 +15,316	+93%	+$120K	0.09%	245
2022 Q1	$130K	Buy	+16,503	New	+$168K	0.05%	247

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