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Evergreen Capital Management’s Brunswick BC Stock Holding History

Evergreen Capital Management’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 		$271K Buy
3,217
+4
+0.1% +$321 ﹤0.01% 1277
2026
Q1 		$234K Sell
3,213
-165
-5% -$13.3K 0.01% 1294
2025
Q4 		$251K Sell
3,378
-165
-5% -$11.2K 0.01% 1152
2025
Q3 		$224K Buy
+3,543
New +$220K 0.01% 1160

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Evergreen Capital Management's BC Position: Q2 2026 in Review

Evergreen Capital Management increased its Brunswick (BC) stake by 0.12% in Q2 2026, buying an estimated $321 and bringing the position to 3,217 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Evergreen Capital Management first reported a position in BC in Q3 2025 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Evergreen Capital Management held 3,217 shares of Brunswick worth $271K as of Q2 2026.
  • Evergreen Capital Management bought 4 Brunswick shares in Q2 2026, an estimated $321.
  • Brunswick made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1277 holding.
  • Evergreen Capital Management first reported a position in Brunswick in Q3 2025 and has held it in 4 quarters since.
  • 468 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.