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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
Q2 		$4.23M Sell
50,180
-4,237
-8% -$340K 0.04% 443
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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Atria Investments's BC Position: Q2 2026 in Review

Atria Investments reduced its Brunswick (BC) stake by 7.8% in Q2 2026, selling an estimated $340K and leaving 50,180 shares worth $4.23M. The position accounts for 0.04% of the portfolio, ranked #443.

Atria Investments first reported a position in BC in Q2 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Atria Investments held 50,180 shares of Brunswick worth $4.23M as of Q2 2026.
  • Atria Investments sold 4,237 Brunswick shares in Q2 2026, an estimated $340K.
  • Brunswick made up 0.04% of Atria Investments's portfolio in Q2 2026, its #443 holding.
  • Atria Investments first reported a position in Brunswick in Q2 2024 and has held it in 7 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.