Cromwell Holdings’s Brunswick BC Stock Holding History

Cromwell Holdings’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	$927	Hold	11	–	–	﹤0.01%	985
2026 Q1	$800	Hold	11	–	–	﹤0.01%	909
2025 Q4	$817	Hold	11	–	–	﹤0.01%	870
2025 Q3	$696	Hold	11	–	–	﹤0.01%	917
2025 Q2	$608	Buy	+11	New	+$556	﹤0.01%	936

Other funds holding BC

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM