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Concurrent Investment Advisors’s Brunswick BC Stock Holding History

Concurrent 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
Q2 		$545K Buy
6,473
+1,242
+24% +$99.6K ﹤0.01% 1356
2026
Q1 		$381K Sell
5,231
-401
-7% -$32.4K ﹤0.01% 1353
2025
Q4 		$418K Buy
+5,632
New +$382K ﹤0.01% 1232
2024
Q4 		– Sell
-2,610
Closed -$219K – 1132
2024
Q3 		$219K Buy
+2,610
New +$203K 0.01% 908

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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Concurrent Investment Advisors's BC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Brunswick (BC) stake by 24% in Q2 2026, buying an estimated $99.6K and bringing the position to 6,473 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Concurrent Investment Advisors first reported a position in BC in Q3 2024 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Concurrent Investment Advisors held 6,473 shares of Brunswick worth $545K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,242 Brunswick shares in Q2 2026, an estimated $99.6K.
  • Brunswick made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1356 holding.
  • Concurrent Investment Advisors first reported a position in Brunswick in Q3 2024 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.