Segment Wealth Management’s Brunswick BC Stock Holding History

Segment Wealth Management’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	$7.55M	Buy	89,590 +738	+0.8%	+$59.2K	0.39%	65
2026 Q1	$6.46M	Buy	88,852 +561	+0.6%	+$45.3K	0.38%	68
2025 Q4	$6.55M	Buy	88,291 +684	+0.8%	+$46.4K	0.38%	66
2025 Q3	$5.54M	Buy	87,607 +754	+0.9%	+$46.8K	0.33%	70
2025 Q2	$4.8M	Buy	+86,853	New	+$4.39M	0.3%	74

Other funds holding BC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Segment Wealth Management's BC Position: Q2 2026 in Review

Segment Wealth Management increased its Brunswick (BC) stake by 0.83% in Q2 2026, buying an estimated $59.2K and bringing the position to 89,590 shares worth $7.55M. The position accounts for 0.39% of the portfolio, ranked #65.

Segment Wealth Management first reported a position in BC in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold BC as of Q2 2026.

Segment Wealth Management held 89,590 shares of Brunswick worth $7.55M as of Q2 2026.
Segment Wealth Management bought 738 Brunswick shares in Q2 2026, an estimated $59.2K.
Brunswick made up 0.39% of Segment Wealth Management's portfolio in Q2 2026, its #65 holding.
Segment Wealth Management first reported a position in Brunswick in Q2 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.