SW
BC icon

Simplicity Wealth’s Brunswick BC Stock Holding History

Simplicity Wealth’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 		$807K Sell
9,577
-285
-3% -$22.8K 0.03% 487
2026
Q1 		$718K Buy
9,862
+95
+1% +$7.66K 0.04% 365
2025
Q4 		$725K Sell
9,767
-143
-1% -$9.69K 0.04% 349
2025
Q3 		$627K Buy
9,910
+3,611
+57% +$224K 0.04% 394
2025
Q2 		$348K Buy
+6,299
New +$318K 0.01% 518

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

Simplicity Wealth's BC Position: Q2 2026 in Review

Simplicity Wealth reduced its Brunswick (BC) stake by 2.9% in Q2 2026, selling an estimated $22.8K and leaving 9,577 shares worth $807K. The position accounts for 0.03% of the portfolio, ranked #487.

Simplicity Wealth first reported a position in BC in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Simplicity Wealth held 9,577 shares of Brunswick worth $807K as of Q2 2026.
  • Simplicity Wealth sold 285 Brunswick shares in Q2 2026, an estimated $22.8K.
  • Brunswick made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #487 holding.
  • Simplicity Wealth first reported a position in Brunswick in Q2 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.