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Richardson Capital Management’s Brunswick BC Stock Holding History

Richardson Capital Management’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
2025
Q2 		– Sell
-110
Closed -$5.92K – 210
2025
Q1 		$5.92K Buy
+110
New +$6.89K ﹤0.01% 180

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Richardson Capital Management's BC Position: Q2 2025 in Review

Richardson Capital Management sold out of Brunswick (BC) in Q2 2025, closing a stake of 110 shares — an estimated $5.92K sold.

Richardson Capital Management first reported a position in BC in Q1 2025 and held it in 1 quarter. The position peaked at $5.92K in Q1 2025. 392 funds tracked by Wall St. Rank hold BC as of Q2 2025.

  • Richardson Capital Management reported no remaining Brunswick position as of Q2 2025 after selling out during the quarter.
  • Richardson Capital Management sold 110 Brunswick shares in Q2 2025, an estimated $5.92K.
  • Richardson Capital Management first reported a position in Brunswick in Q1 2025 and held it in 1 quarter.
  • Richardson Capital Management's Brunswick position peaked at $5.92K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2025.

Based on Richardson Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.