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Rise Advisors’s Brunswick BC Stock Holding History

Rise Advisors’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
Q4 		– Sell
-271
Closed -$17.1K – 240
2025
Q3 		$17.1K Buy
271
+2
+0.7% +$124 0.01% 672
2025
Q2 		$14.9K Buy
269
+2
+0.7% +$101 0.01% 731
2025
Q1 		$14.4K Buy
267
+28
+12% +$1.75K 0.01% 727
2024
Q4 		$15.5K Sell
239
-48
-17% -$3.76K 0.01% 810
2024
Q3 		$24.1K Sell
287
-40
-12% -$3.11K 0.01% 559
2024
Q2 		$23.8K Buy
327
+2
+0.6% +$163 0.01% 508
2024
Q1 		$31.4K Buy
325
+232
+249% +$20.4K 0.02% 365
2023
Q4 		$8.99K Buy
93
+1
+1% +$79 0.01% 329
2023
Q3 		$7.31K Hold
92
– – 0.01% 341
2023
Q2 		$7.97K Hold
92
– – 0.01% 371
2023
Q1 		$7.51K Buy
92
+1
+1% +$83 0.01% 402
2022
Q4 		$6.57K Hold
91
– – 0.01% 411
2022
Q3 		$6K Buy
91
+1
+1% +$75 0.01% 408
2022
Q2 		$6K Hold
90
– – 0.01% 411
2022
Q1 		$7K Buy
90
+51
+131% +$4.7K 0.01% 368
2021
Q4 		$3.97K Buy
+39
New +$3.82K ﹤0.01% 437

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Rise Advisors's BC Position: Q4 2025 in Review

Rise Advisors sold out of Brunswick (BC) in Q4 2025, closing a stake of 271 shares — an estimated $17.1K sold.

Rise Advisors first reported a position in BC in Q4 2021 and held it in 16 quarters. The position peaked at $31.4K in Q1 2024. 420 funds tracked by Wall St. Rank hold BC as of Q4 2025.

  • Rise Advisors reported no remaining Brunswick position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 271 Brunswick shares in Q4 2025, an estimated $17.1K.
  • Rise Advisors first reported a position in Brunswick in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Brunswick position peaked at $31.4K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Brunswick as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.