Sendero Wealth Management
BC icon

Sendero Wealth Management’s Brunswick BC Stock Holding History

Sendero 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
Q3 		$2.11M Sell
32,861
-4,578
-12% -$350K 0.21% 81
2026
Q2 		$3.15M Sell
37,439
-8,534
-19% -$684K 0.31% 54
2026
Q1 		$3.34M Sell
45,973
-5,082
-10% -$410K 0.37% 55
2025
Q4 		$3.79M Sell
51,055
-1,948
-4% -$132K 0.42% 48
2025
Q3 		$3.35M Sell
53,003
-510
-1% -$31.6K 0.39% 53
2025
Q2 		$2.96M Buy
53,513
+1,827
+4% +$92.3K 0.37% 56
2025
Q1 		$2.78M Buy
51,686
+38,326
+287% +$2.4M 0.39% 53
2024
Q4 		$864K Sell
13,360
-25,188
-65% -$1.98M 0.13% 89
2024
Q3 		$3.23M Buy
38,548
+2,946
+8% +$229K 0.51% 41
2024
Q2 		$2.59M Buy
35,602
+1,149
+3% +$93.8K 0.44% 46
2024
Q1 		$3.33M Buy
34,453
+4,242
+14% +$373K 0.57% 35
2023
Q4 		$2.92M Buy
+30,211
New +$2.4M 0.55% 39

Other funds holding BC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return

Sendero Wealth Management's BC Position: Q3 2026 in Review

Sendero Wealth Management reduced its Brunswick (BC) stake by 12% in Q3 2026, selling an estimated $350K and leaving 32,861 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #81.

Sendero Wealth Management first reported a position in BC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.79M in Q4 2025. 69 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Sendero Wealth Management held 32,861 shares of Brunswick worth $2.11M as of Q3 2026.
  • Sendero Wealth Management sold 4,578 Brunswick shares in Q3 2026, an estimated $350K.
  • Brunswick made up 0.21% of Sendero Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Sendero Wealth Management first reported a position in Brunswick in Q4 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's Brunswick position peaked at $3.79M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.