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JFS Wealth Advisors’s Brunswick BC Stock Holding History

JFS Wealth Advisors’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 		$4.55K Hold
54
– – ﹤0.01% 1312
2026
Q1 		$3.93K Hold
54
– – ﹤0.01% 1278
2025
Q4 		$4.01K Buy
54
+48
+800% +$3.25K ﹤0.01% 1322
2025
Q3 		$380 Buy
6
+5
+500% +$310 ﹤0.01% 1796
2025
Q2 		$56 Sell
1
-3
-75% -$152 ﹤0.01% 1831
2025
Q1 		$216 Sell
4
-45
-92% -$2.82K ﹤0.01% 1834
2024
Q4 		$3.17K Buy
49
+6
+14% +$470 ﹤0.01% 1297
2024
Q3 		$3.6K Buy
43
+3
+8% +$233 ﹤0.01% 1238
2024
Q2 		$2.91K Hold
40
– – ﹤0.01% 1290
2024
Q1 		$3.86K Hold
40
– – ﹤0.01% 1190
2023
Q4 		$3.87K Sell
40
-13
-25% -$1.03K ﹤0.01% 1158
2023
Q3 		$4.19K Hold
53
– – ﹤0.01% 1064
2023
Q2 		$4.59K Sell
53
-6
-10% -$490 ﹤0.01% 1046
2023
Q1 		$4.84K Buy
59
+8
+16% +$662 ﹤0.01% 1004
2022
Q4 		$3.68K Sell
51
-11
-18% -$782 ﹤0.01% 1121
2022
Q3 		$4K Buy
62
+50
+417% +$3.75K ﹤0.01% 1036
2022
Q2 		$1K Sell
12
-30
-71% -$2.21K ﹤0.01% 1468
2022
Q1 		$3K Buy
42
+23
+121% +$2.12K ﹤0.01% 1209
2021
Q4 		$2K Buy
+19
New +$1.86K ﹤0.01% 1032

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

JFS Wealth Advisors's BC Position: Q2 2026 in Review

JFS Wealth Advisors held its Brunswick (BC) position steady in Q2 2026 at 54 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

JFS Wealth Advisors first reported a position in BC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.84K in Q1 2023. 467 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • JFS Wealth Advisors held 54 shares of Brunswick worth $4.55K as of Q2 2026.
  • JFS Wealth Advisors left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1312 holding.
  • JFS Wealth Advisors first reported a position in Brunswick in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Brunswick position peaked at $4.84K in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.