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Root Financial Partners’s Brunswick BC Stock Holding History

Root Financial Partners’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 		– Sell
-362
Closed -$26.3K – 702
2026
Q1 		$26.3K Buy
362
+45
+14% +$3.63K ﹤0.01% 1171
2025
Q4 		$23.5K Buy
317
+75
+31% +$5.08K ﹤0.01% 1096
2025
Q3 		$15.3K Buy
+242
New +$15K ﹤0.01% 1253

Other funds holding BC

CCM
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DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's BC Position: Q2 2026 in Review

Root Financial Partners sold out of Brunswick (BC) in Q2 2026, closing a stake of 362 shares — an estimated $26.3K sold.

Root Financial Partners first reported a position in BC in Q3 2025 and held it in 3 quarters. The position peaked at $26.3K in Q1 2026. 128 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Root Financial Partners reported no remaining Brunswick position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 362 Brunswick shares in Q2 2026, an estimated $26.3K.
  • Root Financial Partners first reported a position in Brunswick in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Brunswick position peaked at $26.3K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.