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Personal CFO Solutions’s Brunswick BC Stock Holding History

Personal CFO Solutions’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 		$287K Buy
3,408
+31
+0.9% +$2.48K 0.04% 411
2026
Q1 		$246K Sell
3,377
-371
-10% -$29.9K 0.03% 446
2025
Q4 		$278K Sell
3,748
-243
-6% -$16.5K 0.04% 395
2025
Q3 		$252K Buy
3,991
+193
+5% +$12K 0.04% 409
2025
Q2 		$210K Buy
+3,798
New +$192K 0.04% 458
2025
Q1 		– Sell
-3,659
Closed -$237K – 453
2024
Q4 		$237K Sell
3,659
-376
-9% -$29.5K 0.05% 394
2024
Q3 		$338K Buy
4,035
+320
+9% +$24.9K 0.05% 369
2024
Q2 		$270K Sell
3,715
-146
-4% -$11.9K 0.04% 418
2024
Q1 		$373K Buy
3,861
+20
+0.5% +$1.76K 0.06% 336
2023
Q4 		$372K Sell
3,841
-139
-3% -$11K 0.06% 314
2023
Q3 		$314K Sell
3,980
-188
-5% -$15.5K 0.06% 307
2023
Q2 		$361K Buy
4,168
+62
+2% +$5.06K 0.07% 283
2023
Q1 		$337K Buy
4,106
+501
+14% +$41.4K 0.07% 275
2022
Q4 		$260K Buy
3,605
+191
+6% +$13.6K 0.06% 342
2022
Q3 		$223K Sell
3,414
-129
-4% -$9.68K 0.06% 336
2022
Q2 		$232K Sell
3,543
-16
-0.4% -$1.18K 0.05% 341
2022
Q1 		$288K Buy
3,559
+165
+5% +$15.2K 0.06% 343
2021
Q4 		$342K Buy
3,394
+13
+0.4% +$1.27K 0.06% 284
2021
Q3 		$322K Sell
3,381
-141
-4% -$14K 0.07% 268
2021
Q2 		$351K Buy
3,522
+118
+3% +$12K 0.07% 248
2021
Q1 		$325K Buy
3,404
+123
+4% +$11.3K 0.07% 238
2020
Q4 		$250K Buy
+3,281
New +$231K 0.06% 288

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

Personal CFO Solutions's BC Position: Q2 2026 in Review

Personal CFO Solutions increased its Brunswick (BC) stake by 0.92% in Q2 2026, buying an estimated $2.48K and bringing the position to 3,408 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #411.

Personal CFO Solutions first reported a position in BC in Q4 2020 and has held it in 22 quarters since. The position peaked at $373K in Q1 2024. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Personal CFO Solutions held 3,408 shares of Brunswick worth $287K as of Q2 2026.
  • Personal CFO Solutions bought 31 Brunswick shares in Q2 2026, an estimated $2.48K.
  • Brunswick made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #411 holding.
  • Personal CFO Solutions first reported a position in Brunswick in Q4 2020 and has held it in 22 quarters since.
  • Personal CFO Solutions's Brunswick position peaked at $373K in Q1 2024.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.