PWMG
BC icon

Private Wealth Management Group’s Brunswick BC Stock Holding History

Private Wealth Management Group’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
Q1 		$6.84K Hold
94
– – ﹤0.01% 654
2025
Q4 		$6.98K Hold
94
– – ﹤0.01% 643
2025
Q3 		$5.95K Hold
94
– – ﹤0.01% 724
2025
Q2 		$5.19K Buy
+94
New +$4.75K ﹤0.01% 736
2025
Q1 		– Sell
-8
Closed -$518 – 1495
2024
Q4 		$518 Hold
8
– – ﹤0.01% 1444
2024
Q3 		$671 Hold
8
– – ﹤0.01% 1375
2024
Q2 		$583 Hold
8
– – ﹤0.01% 1407
2024
Q1 		$773 Hold
8
– – ﹤0.01% 1351
2023
Q4 		$774 Buy
+8
New +$636 ﹤0.01% 1357

Other funds holding BC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return