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Mascoma Wealth Management’s Brunswick BC Stock Holding History

Mascoma Wealth Management’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 		$16.8K Hold
200
– – ﹤0.01% 275
2026
Q1 		$14.6K Hold
200
– – ﹤0.01% 287
2025
Q4 		$14.8K Hold
200
– – ﹤0.01% 284
2025
Q3 		$12.6K Hold
200
– – ﹤0.01% 303
2025
Q2 		$11K Hold
200
– – ﹤0.01% 313
2025
Q1 		$10.8K Hold
200
– – ﹤0.01% 319
2024
Q4 		$12.9K Sell
200
-67
-25% -$5.25K ﹤0.01% 322
2024
Q3 		$22.4K Hold
267
– – 0.01% 255
2024
Q2 		$19.4K Hold
267
– – 0.01% 274
2024
Q1 		$25.8K Hold
267
– – 0.01% 239
2023
Q4 		$25.8K Hold
267
– – 0.01% 249
2023
Q3 		$21.1K Hold
267
– – 0.01% 267
2023
Q2 		$22.6K Hold
267
– – 0.01% 259
2023
Q1 		$22.6K Hold
267
– – 0.01% 324
2022
Q4 		$19.2K Buy
267
+67
+34% +$4.76K 0.01% 337
2022
Q3 		$13K Hold
200
– – ﹤0.01% 369
2022
Q2 		$13K Hold
200
– – ﹤0.01% 387
2022
Q1 		$16K Hold
200
– – 0.01% 390
2021
Q4 		$20K Hold
200
– – 0.01% 330
2021
Q3 		$19K Buy
+200
New +$19.9K 0.01% 298
2021
Q2 		– Sell
-200
Closed -$19K – 133
2021
Q1 		$19K Buy
+200
New +$18.3K 0.01% 294
2019
Q3 		– Sell
-200
Closed -$9K – 103
2019
Q2 		$9K Hold
200
– – 0.01% 272
2019
Q1 		$10K Buy
+200
New +$10.1K 0.01% 265

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

Mascoma Wealth Management's BC Position: Q2 2026 in Review

Mascoma Wealth Management held its Brunswick (BC) position steady in Q2 2026 at 200 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Mascoma Wealth Management first reported a position in BC in Q1 2019 and has held it in 23 quarters since. The position peaked at $25.8K in Q4 2023. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Mascoma Wealth Management held 200 shares of Brunswick worth $16.8K as of Q2 2026.
  • Mascoma Wealth Management left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Mascoma Wealth Management first reported a position in Brunswick in Q1 2019 and has held it in 23 quarters since.
  • Mascoma Wealth Management's Brunswick position peaked at $25.8K in Q4 2023.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.