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Rothschild Investment LLC’s Brunswick BC Stock Holding History

Rothschild Investment LLC’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 		$191K Buy
2,269
+169
+8% +$13.5K 0.01% 872
2026
Q1 		$153K Buy
2,100
+599
+40% +$48.3K 0.01% 754
2025
Q4 		$111K Buy
1,501
+1,300
+647% +$88.1K 0.01% 776
2025
Q3 		$12.7K Buy
201
+147
+272% +$9.12K ﹤0.01% 1360
2025
Q2 		$2.98K Buy
54
+38
+238% +$1.92K ﹤0.01% 1792
2025
Q1 		$862 Buy
16
+10
+167% +$627 ﹤0.01% 2416
2024
Q4 		$388 Buy
6
+5
+500% +$392 ﹤0.01% 2629
2024
Q3 		$84 Hold
1
– – ﹤0.01% 2862
2024
Q2 		$73 Hold
1
– – ﹤0.01% 2774
2024
Q1 		$97 Hold
1
– – ﹤0.01% 2219
2023
Q4 		$97 Buy
+1
New +$79 ﹤0.01% 1298

Other funds holding BC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Rothschild Investment LLC's BC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Brunswick (BC) stake by 8% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,269 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #872.

Rothschild Investment LLC first reported a position in BC in Q4 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Rothschild Investment LLC held 2,269 shares of Brunswick worth $191K as of Q2 2026.
  • Rothschild Investment LLC bought 169 Brunswick shares in Q2 2026, an estimated $13.5K.
  • Brunswick made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #872 holding.
  • Rothschild Investment LLC first reported a position in Brunswick in Q4 2023 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.