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Pinnacle Wealth Planning Services’s Brunswick BC Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$9.18K Buy
109
+4
+4% +$321 ﹤0.01% 2099
2026
Q1 		$7.64K Buy
105
+7
+7% +$565 ﹤0.01% 2113
2025
Q4 		$7.28K Buy
+98
New +$6.64K ﹤0.01% 2145
2021
Q1 		– Sell
-12
Closed -$1K – 511
2020
Q4 		$1K Buy
+12
New +$847 ﹤0.01% 2058

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

Pinnacle Wealth Planning Services's BC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Brunswick (BC) stake by 3.8% in Q2 2026, buying an estimated $321 and bringing the position to 109 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Pinnacle Wealth Planning Services first reported a position in BC in Q4 2020 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 109 shares of Brunswick worth $9.18K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Brunswick shares in Q2 2026, an estimated $321.
  • Brunswick made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2099 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brunswick in Q4 2020 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.