Root Financial Partners
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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
Q3 		$30K Buy
+467
New +$35.7K ﹤0.01% 1342
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

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Root Financial Partners's BC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brunswick (BC) in Q3 2026: 467 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BC as recently as Q1 2026.

Root Financial Partners first reported a position in BC in Q3 2025 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Root Financial Partners held 467 shares of Brunswick worth $30K as of Q3 2026.
  • Brunswick was a new Root Financial Partners position in Q3 2026.
  • Brunswick made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1342 holding.
  • Root Financial Partners first reported a position in Brunswick in Q3 2025 and has held it in 4 quarters since.
  • 366 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.