Principia Wealth Advisory
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Principia Wealth Advisory’s Brunswick BC Stock Holding History

Principia Wealth Advisory’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 		$2.12K Hold
33
– – ﹤0.01% 591
2026
Q2 		$2.78K Hold
33
– – ﹤0.01% 497
2026
Q1 		$2.4K Hold
33
– – ﹤0.01% 466
2025
Q4 		$2.45K Sell
33
-1
-3% -$68 ﹤0.01% 407
2025
Q3 		$2.15K Buy
34
+1
+3% +$62 ﹤0.01% 425
2025
Q2 		$1.82K Buy
33
+24
+267% +$1.21K ﹤0.01% 410
2025
Q1 		$433 Buy
+9
New +$564 ﹤0.01% 609

Other funds holding BC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
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

Principia Wealth Advisory's BC Position: Q3 2026 in Review

Principia Wealth Advisory held its Brunswick (BC) position steady in Q3 2026 at 33 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Principia Wealth Advisory first reported a position in BC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.78K in Q2 2026. 366 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Principia Wealth Advisory held 33 shares of Brunswick worth $2.12K as of Q3 2026.
  • Principia Wealth Advisory left its Brunswick share count unchanged in Q3 2026.
  • Brunswick made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #591 holding.
  • Principia Wealth Advisory first reported a position in Brunswick in Q1 2025 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Brunswick position peaked at $2.78K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.