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Congress Wealth Management’s Brunswick BC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$624K Buy
11,293
+4,622
+69% +$234K 0.01% 851
2025
Q1 		$359K Buy
6,671
+2,575
+63% +$161K ﹤0.01% 902
2024
Q4 		$265K Sell
4,096
-4,685
-53% -$367K ﹤0.01% 793
2024
Q3 		$736K Buy
8,781
+4,596
+110% +$357K 0.01% 568
2024
Q2 		$305K Buy
+4,185
New +$342K ﹤0.01% 614

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Congress Wealth Management's BC Position: Q2 2025 in Review

Congress Wealth Management increased its Brunswick (BC) stake by 69% in Q2 2025, buying an estimated $234K and bringing the position to 11,293 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #851.

Congress Wealth Management first reported a position in BC in Q2 2024 and has held it in 5 quarters since. The position peaked at $736K in Q3 2024. 393 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • Congress Wealth Management held 11,293 shares of Brunswick worth $624K as of Q2 2025.
  • Congress Wealth Management bought 4,622 Brunswick shares in Q2 2025, an estimated $234K.
  • Brunswick made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #851 holding.
  • Congress Wealth Management first reported a position in Brunswick in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Brunswick position peaked at $736K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.