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Gries Financial’s Brunswick BC Stock Holding History

Gries Financial’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
-13,169
Closed -$709K – 301
2025
Q1 		$709K Buy
13,169
+599
+5% +$37.5K 0.14% 135
2024
Q4 		$813K Sell
12,570
-65
-0.5% -$5.1K 0.14% 135
2024
Q3 		$1.06M Sell
12,635
-2,614
-17% -$203K 0.2% 118
2024
Q2 		$1.11M Sell
15,249
-2,345
-13% -$191K 0.23% 101
2024
Q1 		$1.7M Sell
17,594
-75
-0.4% -$6.59K 0.28% 97
2023
Q4 		$1.71M Sell
17,669
-62
-0.3% -$4.93K 0.38% 72
2023
Q3 		$1.4M Sell
17,731
-507
-3% -$41.8K 0.38% 76
2023
Q2 		$1.58M Buy
18,238
+6,751
+59% +$551K 0.44% 65
2023
Q1 		$942K Buy
+11,487
New +$950K 0.28% 87

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

Gries Financial's BC Position: Q2 2025 in Review

Gries Financial sold out of Brunswick (BC) in Q2 2025, closing a stake of 13,169 shares — an estimated $709K sold.

Gries Financial first reported a position in BC in Q1 2023 and held it in 9 quarters. The position peaked at $1.71M in Q4 2023. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • Gries Financial reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 13,169 Brunswick shares in Q2 2025, an estimated $709K.
  • Gries Financial first reported a position in Brunswick in Q1 2023 and held it in 9 quarters.
  • Gries Financial's Brunswick position peaked at $1.71M in Q4 2023.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.