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Crewe Advisors’s Brunswick BC Stock Holding History

Crewe 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
2025
Q3 		– Sell
-5
Closed -$277 – 972
2025
Q2 		$277 Hold
5
– – ﹤0.01% 706
2025
Q1 		$270 Hold
5
– – ﹤0.01% 679
2024
Q4 		$324 Buy
+5
New +$392 ﹤0.01% 603
2023
Q2 		– Sell
-217
Closed -$17.8K – 886
2023
Q1 		$17.8K Hold
217
– – ﹤0.01% 457
2022
Q4 		$15.6K Hold
217
– – ﹤0.01% 465
2022
Q3 		$14K Hold
217
– – ﹤0.01% 558
2022
Q2 		$14K Buy
+217
New +$16K ﹤0.01% 507
2020
Q4 		– Sell
-28
Closed -$2K – 463
2020
Q3 		$2K Buy
+28
New +$1.79K ﹤0.01% 476

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Crewe Advisors's BC Position: Q3 2025 in Review

Crewe Advisors sold out of Brunswick (BC) in Q3 2025, closing a stake of 5 shares — an estimated $277 sold.

Crewe Advisors first reported a position in BC in Q3 2020 and held it in 8 quarters. The position peaked at $17.8K in Q1 2023. 403 funds tracked by Wall St. Rank hold BC as of Q3 2025.

  • Crewe Advisors reported no remaining Brunswick position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 5 Brunswick shares in Q3 2025, an estimated $277.
  • Crewe Advisors first reported a position in Brunswick in Q3 2020 and held it in 8 quarters.
  • Crewe Advisors's Brunswick position peaked at $17.8K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Brunswick as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.