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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
Q2 		$7.92K Hold
94
– – ﹤0.01% 650
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 $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

Private Wealth Management Group's BC Position: Q2 2026 in Review

Private Wealth Management Group held its Brunswick (BC) position steady in Q2 2026 at 94 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Private Wealth Management Group first reported a position in BC in Q4 2023 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Private Wealth Management Group held 94 shares of Brunswick worth $7.92K as of Q2 2026.
  • Private Wealth Management Group left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #650 holding.
  • Private Wealth Management Group first reported a position in Brunswick in Q4 2023 and has held it in 10 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.