Jones Financial Companies
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Jones Financial Companies’s Brunswick BC Stock Holding History

Jones Financial Companies’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 		$674K Buy
7,745
+4,912
+173% +$394K ﹤0.01% 2078
2026
Q1 		$201K Buy
2,833
+2,277
+410% +$184K ﹤0.01% 2410
2025
Q4 		$41.3K Buy
556
+62
+13% +$4.2K ﹤0.01% 2615
2025
Q3 		$31.4K Buy
494
+166
+51% +$10.3K ﹤0.01% 2569
2025
Q2 		$18.3K Buy
328
+216
+193% +$10.9K ﹤0.01% 2637
2025
Q1 		$5.99K Buy
112
+100
+833% +$6.27K ﹤0.01% 2897
2024
Q4 		$776 Hold
12
– – ﹤0.01% 3175
2024
Q3 		$1.01K Buy
+12
New +$932 ﹤0.01% 2805

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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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Jones Financial Companies's BC Position: Q2 2026 in Review

Jones Financial Companies increased its Brunswick (BC) stake by 173% in Q2 2026, buying an estimated $394K and bringing the position to 7,745 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Jones Financial Companies first reported a position in BC in Q3 2024 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Jones Financial Companies held 7,745 shares of Brunswick worth $674K as of Q2 2026.
  • Jones Financial Companies bought 4,912 Brunswick shares in Q2 2026, an estimated $394K.
  • Brunswick made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2078 holding.
  • Jones Financial Companies first reported a position in Brunswick in Q3 2024 and has held it in 8 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.