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Global Financial Private Client’s Brunswick BC Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-8
Closed -$431 – 361
2025
Q1 		$431 Sell
8
-111
-93% -$6.96K ﹤0.01% 1335
2024
Q4 		$7.7K Sell
119
-2
-2% -$157 ﹤0.01% 593
2024
Q3 		$10.1K Buy
+121
New +$9.4K ﹤0.01% 549

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Global Financial Private Client's BC Position: Q2 2025 in Review

Global Financial Private Client sold out of Brunswick (BC) in Q2 2025, closing a stake of 8 shares — an estimated $431 sold.

Global Financial Private Client first reported a position in BC in Q3 2024 and held it in 3 quarters. The position peaked at $10.1K in Q3 2024. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • Global Financial Private Client reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Brunswick shares in Q2 2025, an estimated $431.
  • Global Financial Private Client first reported a position in Brunswick in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Brunswick position peaked at $10.1K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.