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 Q3	$6.04K	Hold	94	–	–	﹤0.01%	826
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	$5.94K	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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's BC Position: Q3 2026 in Review

Private Wealth Management Group held its Brunswick (BC) position steady in Q3 2026 at 94 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Private Wealth Management Group first reported a position in BC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.92K in Q2 2026. 125 funds tracked by Wall St. Rank hold BC as of Q3 2026.

Private Wealth Management Group held 94 shares of Brunswick worth $6.04K as of Q3 2026.
Private Wealth Management Group left its Brunswick share count unchanged in Q3 2026.
Brunswick made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #826 holding.
Private Wealth Management Group first reported a position in Brunswick in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Brunswick position peaked at $7.92K in Q2 2026.
125 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.