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Elevation Wealth Partners’s Brunswick BC Stock Holding History

Elevation Wealth Partners’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 		$1.01K Hold
12
– – ﹤0.01% 1255
2026
Q1 		$874 Buy
+12
New +$968 ﹤0.01% 1005

Other funds holding BC

DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Elevation Wealth Partners's BC Position: Q2 2026 in Review

Elevation Wealth Partners held its Brunswick (BC) position steady in Q2 2026 at 12 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Elevation Wealth Partners first reported a position in BC in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Elevation Wealth Partners held 12 shares of Brunswick worth $1.01K as of Q2 2026.
  • Elevation Wealth Partners left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1255 holding.
  • Elevation Wealth Partners first reported a position in Brunswick in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.