Estate Planners Group’s Brunswick BC Stock Holding History

Estate Planners Group’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	–	Sell	-415	Closed	-$30.8K	–	110
2025 Q4	$30.8K	Buy	+415	New	+$28.1K	0.01%	174

Other funds holding BC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Estate Planners Group's BC Position: Q1 2026 in Review

Estate Planners Group sold out of Brunswick (BC) in Q1 2026, closing a stake of 415 shares — an estimated $30.8K sold.

Estate Planners Group first reported a position in BC in Q4 2025 and held it in 1 quarter. The position peaked at $30.8K in Q4 2025. 464 funds tracked by Wall St. Rank hold BC as of Q1 2026.

Estate Planners Group reported no remaining Brunswick position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 415 Brunswick shares in Q1 2026, an estimated $30.8K.
Estate Planners Group first reported a position in Brunswick in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Brunswick position peaked at $30.8K in Q4 2025.
464 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.