Retirement Wealth Solutions’s Brunswick BC Stock Holding History

Retirement Wealth Solutions’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	$5.03K	Hold	60	–	–	﹤0.01%	338
2026 Q1	$4.34K	Sell	60 -15	-20%	-$1.21K	﹤0.01%	347
2025 Q4	$5.54K	Buy	75 +1	+1%	+$68	﹤0.01%	297
2025 Q3	$4.71K	Sell	74 -151	-67%	-$9.37K	﹤0.01%	316
2025 Q2	$12.4K	Buy	225 +27	+14%	+$1.36K	0.01%	214
2025 Q1	$10.7K	Hold	198	–	–	0.01%	216
2024 Q4	$12.5K	Buy	+198	New	+$15.5K	0.01%	209

Other funds holding BC

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return