EFG
BC icon

Everhart Financial Group’s Brunswick BC Stock Holding History

Everhart Financial 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
Q3 		$258K Sell
4,011
-834
-17% -$63.7K 0.02% 411
2026
Q2 		$408K Sell
4,845
-337
-7% -$27K 0.03% 305
2026
Q1 		$377K Buy
5,182
+310
+6% +$25K 0.03% 324
2025
Q4 		$362K Buy
+4,872
New +$330K 0.03% 299
2025
Q1 		– Sell
-3,146
Closed -$203K – 330
2024
Q4 		$203K Sell
3,146
-636
-17% -$49.9K 0.04% 303
2024
Q3 		$317K Buy
+3,782
New +$294K 0.07% 257
2024
Q2 		– Sell
-2,074
Closed -$200K – 297
2024
Q1 		$200K Buy
+2,074
New +$182K 0.06% 268

Other funds holding BC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Everhart Financial Group's BC Position: Q3 2026 in Review

Everhart Financial Group reduced its Brunswick (BC) stake by 17% in Q3 2026, selling an estimated $63.7K and leaving 4,011 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #411.

Everhart Financial Group first reported a position in BC in Q1 2024 and has held it in 7 quarters since. The position peaked at $408K in Q2 2026. 13 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Everhart Financial Group held 4,011 shares of Brunswick worth $258K as of Q3 2026.
  • Everhart Financial Group sold 834 Brunswick shares in Q3 2026, an estimated $63.7K.
  • Brunswick made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #411 holding.
  • Everhart Financial Group first reported a position in Brunswick in Q1 2024 and has held it in 7 quarters since.
  • Everhart Financial Group's Brunswick position peaked at $408K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.