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Cornerstone Planning Group’s Brunswick BC Stock Holding History

Cornerstone Planning Group’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 		$24.5K Sell
299
-5
-2% -$401 ﹤0.01% 601
2026
Q1 		$23.8K Sell
304
-38
-11% -$3.07K ﹤0.01% 621
2025
Q4 		$28.8K Buy
342
+48
+16% +$3.25K ﹤0.01% 490
2025
Q3 		$19.8K Buy
294
+273
+1,300% +$16.9K ﹤0.01% 587
2025
Q2 		$1.26K Sell
21
-118
-85% -$5.96K ﹤0.01% 1059
2025
Q1 		$6.29K Buy
139
+118
+562% +$7.39K ﹤0.01% 670
2024
Q4 		$1.48K Hold
21
– – ﹤0.01% 874
2024
Q3 		$1.74K Hold
21
– – ﹤0.01% 805
2024
Q2 		$1.59K Hold
21
– – ﹤0.01% 834
2024
Q1 		$1.71K Hold
21
– – ﹤0.01% 688
2023
Q4 		$2.03K Hold
21
– – ﹤0.01% 633
2023
Q3 		$1.66K Sell
21
-52
-71% -$4.28K ﹤0.01% 694
2023
Q2 		$6.33K Buy
+73
New +$5.96K ﹤0.01% 809
2022
Q4 		$5.56K Buy
+73
New +$5.19K ﹤0.01% 850

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

Cornerstone Planning Group's BC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Brunswick (BC) stake by 1.6% in Q2 2026, selling an estimated $401 and leaving 299 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Cornerstone Planning Group first reported a position in BC in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.8K in Q4 2025. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Cornerstone Planning Group held 299 shares of Brunswick worth $24.5K as of Q2 2026.
  • Cornerstone Planning Group sold 5 Brunswick shares in Q2 2026, an estimated $401.
  • Brunswick made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #601 holding.
  • Cornerstone Planning Group first reported a position in Brunswick in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Brunswick position peaked at $28.8K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.