SWM
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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Sendero Wealth Management reduced its Brunswick (BC) stake by 19% in Q2 2026, selling an estimated $684K and leaving 37,439 shares worth $3.15M. The position accounts for 0.31% of the portfolio, ranked #54.

Sendero Wealth Management first reported a position in BC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q4 2025. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Sendero Wealth Management held 37,439 shares of Brunswick worth $3.15M as of Q2 2026.
  • Sendero Wealth Management sold 8,534 Brunswick shares in Q2 2026, an estimated $684K.
  • Brunswick made up 0.31% of Sendero Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Sendero Wealth Management first reported a position in Brunswick in Q4 2023 and has held it in 11 quarters since.
  • Sendero Wealth Management's Brunswick position peaked at $3.79M in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.