Perpetual Ltd’s Brunswick BC Stock Holding History

Perpetual Ltd’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	$447K	Hold	6,956	–	–	0.01%	319
2026 Q2	$586K	Hold	6,956	–	–	0.01%	304
2026 Q1	$506K	Sell	6,956 -471	-6%	-$38K	0.01%	309
2025 Q4	$551K	Buy	7,427 +750	+11%	+$50.8K	0.01%	294
2025 Q3	$422K	Hold	6,677	–	–	0.01%	342
2025 Q2	$369K	Buy	6,677 +1,690	+34%	+$85.4K	﹤0.01%	356
2025 Q1	$269K	Hold	4,987	–	–	﹤0.01%	384
2024 Q4	$323K	Buy	+4,987	New	+$391K	﹤0.01%	366
2024 Q2	–	Sell	-2,300	Closed	-$222K	–	426
2024 Q1	$222K	Hold	2,300	–	–	﹤0.01%	417
2023 Q4	$223K	Buy	+2,300	New	+$183K	﹤0.01%	415

Other funds holding BC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Perpetual Ltd's BC Position: Q3 2026 in Review

Perpetual Ltd held its Brunswick (BC) position steady in Q3 2026 at 6,956 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #319.

Perpetual Ltd first reported a position in BC in Q4 2023 and has held it in 10 quarters since. The position peaked at $586K in Q2 2026. 166 funds tracked by Wall St. Rank hold BC as of Q3 2026.

Perpetual Ltd held 6,956 shares of Brunswick worth $447K as of Q3 2026.
Perpetual Ltd left its Brunswick share count unchanged in Q3 2026.
Brunswick made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #319 holding.
Perpetual Ltd first reported a position in Brunswick in Q4 2023 and has held it in 10 quarters since.
Perpetual Ltd's Brunswick position peaked at $586K in Q2 2026.
166 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.