SageView Advisory Group’s Brunswick BC Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-169	Closed	-$12.6K	–	763
2025 Q4	$12.6K	Buy	+169	New	+$11.5K	﹤0.01%	1627

Other funds holding BC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's BC Position: Q1 2026 in Review

SageView Advisory Group sold out of Brunswick (BC) in Q1 2026, closing a stake of 169 shares — an estimated $12.6K sold.

SageView Advisory Group first reported a position in BC in Q4 2025 and held it in 1 quarter. The position peaked at $12.6K in Q4 2025. 464 funds tracked by Wall St. Rank hold BC as of Q1 2026.

SageView Advisory Group reported no remaining Brunswick position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 169 Brunswick shares in Q1 2026, an estimated $12.6K.
SageView Advisory Group first reported a position in Brunswick in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Brunswick position peaked at $12.6K in Q4 2025.
464 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.