EF
BC icon

Empowered Funds’s Brunswick BC Stock Holding History

Empowered Funds’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
Q1 		$816K Buy
+11,219
New +$905K 0.01% 1481
2025
Q4 		– Sell
-7,452
Closed -$471K – 1087
2025
Q3 		$471K Buy
7,452
+1,164
+19% +$72.2K ﹤0.01% 1426
2025
Q2 		$347K Sell
6,288
-5,141
-45% -$260K ﹤0.01% 1450
2025
Q1 		$615K Sell
11,429
-15,830
-58% -$992K 0.01% 1144
2024
Q4 		$1.76M Buy
27,259
+17,450
+178% +$1.37M 0.03% 785
2024
Q3 		$822K Sell
9,809
-24,354
-71% -$1.89M 0.01% 957
2024
Q2 		$2.49M Buy
+34,163
New +$2.79M 0.04% 538
2023
Q4 		– Sell
-11,472
Closed -$906K – 1259
2023
Q3 		$906K Buy
+11,472
New +$945K 0.03% 703
2021
Q4 		– Sell
-45,743
Closed -$4.36M – 250
2021
Q3 		$4.36M Buy
45,743
+3,763
+9% +$375K 0.56% 46
2021
Q2 		$4.18M Buy
41,980
+8,122
+24% +$827K 0.53% 48
2021
Q1 		$2.58M Hold
33,858
– – 0.49% 73
2020
Q4 		$2.58M Buy
+33,858
New +$2.39M 0.49% 73
2020
Q2 		– Sell
-43,251
Closed -$2.59M – 108
2020
Q1 		$2.59M Hold
43,251
– – 0.94% 29
2019
Q4 		$2.59M Sell
43,251
-3,736
-8% -$216K 0.94% 29
2019
Q3 		$2.45M Buy
+46,987
New +$2.24M 1.07% 10

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return