Merit Financial Group
BC icon

Merit Financial Group’s Brunswick BC Stock Holding History

Merit Financial Group’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
Q3 		$1.18M Buy
18,400
+4,214
+30% +$322K 0.01% 1057
2026
Q2 		$1.2M Buy
14,186
+909
+7% +$72.9K 0.01% 993
2026
Q1 		$966K Buy
13,277
+766
+6% +$61.8K 0.01% 996
2025
Q4 		$929K Buy
12,511
+694
+6% +$47K 0.01% 988
2025
Q3 		$747K Buy
11,817
+829
+8% +$51.4K 0.01% 986
2025
Q2 		$607K Buy
+10,988
New +$555K 0.01% 1010

Other funds holding BC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Merit Financial Group's BC Position: Q3 2026 in Review

Merit Financial Group increased its Brunswick (BC) stake by 30% in Q3 2026, buying an estimated $322K and bringing the position to 18,400 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1057.

Merit Financial Group first reported a position in BC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q2 2026. 201 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Merit Financial Group held 18,400 shares of Brunswick worth $1.18M as of Q3 2026.
  • Merit Financial Group bought 4,214 Brunswick shares in Q3 2026, an estimated $322K.
  • Brunswick made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1057 holding.
  • Merit Financial Group first reported a position in Brunswick in Q2 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Brunswick position peaked at $1.2M in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.