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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 – 447
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

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CBIZ Investment Advisory Services's BC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Brunswick (BC) in Q1 2026, closing a stake of 480 shares — an estimated $35.6K sold.

CBIZ Investment Advisory Services first reported a position in BC in Q1 2024 and held it in 8 quarters. The position peaked at $35.6K in Q4 2025. 464 funds tracked by Wall St. Rank hold BC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Brunswick position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 480 Brunswick shares in Q1 2026, an estimated $35.6K.
  • CBIZ Investment Advisory Services first reported a position in Brunswick in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Brunswick position peaked at $35.6K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.