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Waverly Advisors’s Barclays BCS Stock Holding History

Waverly 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 		$428K Buy
20,231
+9,365
+86% +$228K ﹤0.01% 1152
2025
Q4 		$277K Sell
10,866
-838
-7% -$18.6K ﹤0.01% 1249
2025
Q3 		$242K Buy
11,704
+168
+1% +$3.33K ﹤0.01% 1130
2025
Q2 		$214K Buy
11,536
+205
+2% +$3.39K ﹤0.01% 1092
2025
Q1 		$174K Buy
+11,331
New +$170K ﹤0.01% 1066
2014
Q4 		– Sell
-248
Closed -$3K – 444
2014
Q3 		$3K Sell
248
-2
-0.8% -$28 ﹤0.01% 688
2014
Q2 		$3K Hold
250
– – ﹤0.01% 659
2014
Q1 		$4K Buy
250
+45
+22% +$720 ﹤0.01% 578
2013
Q4 		$3K Buy
+205
New +$3.25K ﹤0.01% 732

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