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Atria Investments’s Brunswick BC Stock Holding History

Atria Investments’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.96M Sell
54,417
-700
-1% -$56.5K 0.04% 439
2025
Q4 		$4.09M Buy
55,117
+2,487
+5% +$169K 0.05% 445
2025
Q3 		$3.33M Buy
52,630
+21,930
+71% +$1.36M 0.04% 537
2025
Q2 		$1.7M Buy
+30,700
New +$1.55M 0.02% 793
2024
Q4 		– Sell
-2,622
Closed -$220K – 1857
2024
Q3 		$220K Sell
2,622
-326
-11% -$25.3K ﹤0.01% 1782
2024
Q2 		$215K Buy
+2,948
New +$241K ﹤0.01% 1782

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return