Peterson Wealth Services
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Peterson Wealth Services’s Brunswick BC Stock Holding History

Peterson Wealth Services’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 		$1.06M Buy
16,445
+1,674
+11% +$128K 0.22% 70
2026
Q2 		$1.24M Buy
14,771
+333
+2% +$26.7K 0.27% 68
2026
Q1 		$1.05M Buy
14,438
+931
+7% +$75.1K 0.26% 68
2025
Q4 		$1M Buy
13,507
+1,829
+16% +$124K 0.26% 66
2025
Q3 		$867K Sell
11,678
-1,688
-13% -$105K 0.21% 71
2025
Q2 		$738K Sell
13,366
-233
-2% -$11.8K 0.2% 77
2025
Q1 		$732K Buy
13,599
+331
+2% +$20.7K 0.23% 64
2024
Q4 		$858K Buy
13,268
+847
+7% +$66.4K 0.26% 72
2024
Q3 		$1.04M Buy
12,421
+2,175
+21% +$169K 0.33% 64
2024
Q2 		$746K Buy
10,246
+1,370
+15% +$112K 0.26% 76
2024
Q1 		$857K Buy
8,876
+5,035
+131% +$442K 0.31% 60
2023
Q4 		$372K Buy
+3,841
New +$305K 0.16% 71

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Peterson Wealth Services's BC Position: Q3 2026 in Review

Peterson Wealth Services increased its Brunswick (BC) stake by 11% in Q3 2026, buying an estimated $128K and bringing the position to 16,445 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #70.

Peterson Wealth Services first reported a position in BC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q2 2026. 306 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Peterson Wealth Services held 16,445 shares of Brunswick worth $1.06M as of Q3 2026.
  • Peterson Wealth Services bought 1,674 Brunswick shares in Q3 2026, an estimated $128K.
  • Brunswick made up 0.22% of Peterson Wealth Services's portfolio in Q3 2026, its #70 holding.
  • Peterson Wealth Services first reported a position in Brunswick in Q4 2023 and has held it in 12 quarters since.
  • Peterson Wealth Services's Brunswick position peaked at $1.24M in Q2 2026.
  • 306 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.