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Bogart Wealth LLC’s Brunswick BC Stock Holding History

Bogart Wealth LLC’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 		$291 Buy
+4
New +$323 ﹤0.01% 1671
2023
Q1 		– Sell
-63
Closed -$4.54K – 1116
2022
Q4 		$4.54K Buy
+63
New +$4.48K ﹤0.01% 688

Other funds holding BC

BlackRock
BlackRock New York $5.72T 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 $75B 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

Bogart Wealth LLC's BC Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Brunswick (BC) in Q1 2026: 4 shares worth $291. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in BC as recently as Q4 2022.

Bogart Wealth LLC first reported a position in BC in Q4 2022 and has held it in 2 quarters since. The position peaked at $4.54K in Q4 2022. 460 funds tracked by Wall St. Rank hold BC as of Q1 2026.

  • Bogart Wealth LLC held 4 shares of Brunswick worth $291 as of Q1 2026.
  • Brunswick was a new Bogart Wealth LLC position in Q1 2026.
  • Brunswick made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1671 holding.
  • Bogart Wealth LLC first reported a position in Brunswick in Q4 2022 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Brunswick position peaked at $4.54K in Q4 2022.
  • 460 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.