CIAS
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CBIZ Investment Advisory Services’s Brunswick BC Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-480
Closed -$35.6K – 448
2025
Q4 		$35.6K Buy
480
+81
+20% +$5.49K ﹤0.01% 184
2025
Q3 		$25.2K Sell
399
-5
-1% -$310 ﹤0.01% 217
2025
Q2 		$22.3K Buy
404
+62
+18% +$3.13K ﹤0.01% 254
2025
Q1 		$18.4K Sell
342
-3
-0.9% -$188 ﹤0.01% 244
2024
Q4 		$22.3K Buy
345
+96
+39% +$7.53K ﹤0.01% 206
2024
Q3 		$20.9K Buy
249
+55
+28% +$4.27K ﹤0.01% 182
2024
Q2 		$14.1K Sell
194
-1
-0.5% -$82 ﹤0.01% 217
2024
Q1 		$18.9K Buy
+195
New +$17.1K ﹤0.01% 187

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VPM
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American Century Companies
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Dimensional Fund Advisors
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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