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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
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 $6.73T 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

Principia Wealth Advisory's BC Position: Q2 2026 in Review

Principia Wealth Advisory held its Brunswick (BC) position steady in Q2 2026 at 33 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Principia Wealth Advisory first reported a position in BC in Q1 2025 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Principia Wealth Advisory held 33 shares of Brunswick worth $2.78K as of Q2 2026.
  • Principia Wealth Advisory left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #497 holding.
  • Principia Wealth Advisory first reported a position in Brunswick in Q1 2025 and has held it in 6 quarters since.
  • 470 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.