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Integrated Wealth Concepts’s Brunswick BC Stock Holding History

Integrated Wealth Concepts’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 		$266K Sell
3,162
-617
-16% -$49.5K ﹤0.01% 2054
2026
Q1 		$275K Buy
+3,779
New +$305K ﹤0.01% 1910

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Integrated Wealth Concepts's BC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Brunswick (BC) stake by 16% in Q2 2026, selling an estimated $49.5K and leaving 3,162 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Integrated Wealth Concepts first reported a position in BC in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Integrated Wealth Concepts held 3,162 shares of Brunswick worth $266K as of Q2 2026.
  • Integrated Wealth Concepts sold 617 Brunswick shares in Q2 2026, an estimated $49.5K.
  • Brunswick made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2054 holding.
  • Integrated Wealth Concepts first reported a position in Brunswick in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Brunswick position peaked at $275K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.