Bell Investment Advisors’s Brunswick BC Stock Holding History

Bell Investment Advisors’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	$3.27K	Hold	45	–	–	﹤0.01%	1131
2025 Q4	$3.34K	Sell	45 -19	-30%	-$1.29K	﹤0.01%	1151
2025 Q3	$4.05K	Hold	64	–	–	﹤0.01%	1037
2025 Q2	$3.54K	Buy	64 +36	+129%	+$1.82K	﹤0.01%	1136
2025 Q1	$1.51K	Buy	28 +9	+47%	+$564	﹤0.01%	1411
2024 Q4	$1.23K	Sell	19 -14	-42%	-$1.1K	﹤0.01%	1519
2024 Q3	$2.77K	Hold	33	–	–	﹤0.01%	1221
2024 Q2	$2.4K	Hold	33	–	–	﹤0.01%	1273
2024 Q1	$3.19K	Hold	33	–	–	﹤0.01%	1148
2023 Q4	$3.19K	Hold	33	–	–	﹤0.01%	1123
2023 Q3	$2.61K	Buy	33 +14	+74%	+$1.15K	﹤0.01%	1155
2023 Q2	$1.65K	Hold	19	–	–	﹤0.01%	1394
2023 Q1	$1.56K	Hold	19	–	–	﹤0.01%	1385
2022 Q4	$1.37K	Sell	19 -7	-27%	-$498	﹤0.01%	1463
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	1038
2022 Q2	$2K	Buy	+26	New	+$1.91K	﹤0.01%	1090
2021 Q4	$2K	Sell	19 -10	-34%	-$979	﹤0.01%	1094
2021 Q3	$3K	Buy	+29	New	+$2.89K	﹤0.01%	881

Other funds holding BC

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

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

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 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