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Principal Securities’s Brunswick BC Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-985
Closed -$62.3K – 1550
2025
Q3 		$62.3K Buy
985
+109
+12% +$6.76K ﹤0.01% 1844
2025
Q2 		$48.4K Buy
876
+298
+52% +$15.1K ﹤0.01% 1896
2025
Q1 		$37.4K Hold
578
– – ﹤0.01% 1889
2024
Q4 		$37.4K Sell
578
-24
-4% -$1.88K ﹤0.01% 1885
2024
Q3 		$50.5K Buy
602
+47
+8% +$3.65K ﹤0.01% 1688
2024
Q2 		$40.4K Buy
555
+165
+42% +$13.5K ﹤0.01% 1718
2024
Q1 		$37.6K Buy
390
+96
+33% +$8.43K ﹤0.01% 1700
2023
Q4 		$28.4K Buy
+294
New +$23.4K ﹤0.01% 1741

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return