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BFC Planning, Inc.’s Brunswick BC Stock Holding History

BFC Planning, Inc.’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 		$21.3K Hold
253
– – ﹤0.01% 1984
2026
Q1 		$18.4K Sell
253
-14
-5% -$1.13K ﹤0.01% 1752
2025
Q4 		$19.8K Hold
267
– – ﹤0.01% 1759
2025
Q3 		$16.9K Sell
267
-149
-36% -$9.24K ﹤0.01% 1664
2025
Q2 		$23K Buy
416
+187
+82% +$9.45K ﹤0.01% 1431
2025
Q1 		$12.4K Sell
229
-128
-36% -$8.02K ﹤0.01% 1677
2024
Q4 		$23.1K Buy
+357
New +$28K ﹤0.01% 1406

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BFC Planning, Inc.'s BC Position: Q2 2026 in Review

BFC Planning, Inc. held its Brunswick (BC) position steady in Q2 2026 at 253 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

BFC Planning, Inc. first reported a position in BC in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1K in Q4 2024. 474 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • BFC Planning, Inc. held 253 shares of Brunswick worth $21.3K as of Q2 2026.
  • BFC Planning, Inc. left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1984 holding.
  • BFC Planning, Inc. first reported a position in Brunswick in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Brunswick position peaked at $23.1K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.