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Essential Partners’s Brunswick BC Stock Holding History

Essential 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
Q3 		$145K Buy
2,258
+381
+20% +$29.1K 0.07% 328
2026
Q2 		$158K Buy
1,877
+162
+9% +$13K 0.07% 296
2026
Q1 		$125K Hold
1,715
– – 0.04% 373
2025
Q4 		$127K Buy
1,715
+268
+19% +$18.2K 0.04% 390
2025
Q3 		$91.5K Buy
1,447
+501
+53% +$31.1K 0.03% 450
2025
Q2 		$52.3K Buy
+946
New +$47.8K 0.02% 465

Other funds holding BC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RWP
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Essential Partners's BC Position: Q3 2026 in Review

Essential Partners increased its Brunswick (BC) stake by 20% in Q3 2026, buying an estimated $29.1K and bringing the position to 2,258 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #328.

Essential Partners first reported a position in BC in Q2 2025 and has held it in 6 quarters since. The position peaked at $158K in Q2 2026. 47 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Essential Partners held 2,258 shares of Brunswick worth $145K as of Q3 2026.
  • Essential Partners bought 381 Brunswick shares in Q3 2026, an estimated $29.1K.
  • Brunswick made up 0.07% of Essential Partners's portfolio in Q3 2026, its #328 holding.
  • Essential Partners first reported a position in Brunswick in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Brunswick position peaked at $158K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.