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Summit Trail Advisors’s Brunswick BC Stock Holding History

Summit Trail Advisors’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 		$3.19M Sell
37,840
-4,668
-11% -$374K 0.04% 343
2026
Q1 		$3.09M Buy
42,508
+14,785
+53% +$1.19M 0.04% 297
2025
Q4 		$2.06M Sell
27,723
-207
-0.7% -$14K 0.04% 387
2025
Q3 		$1.77M Buy
27,930
+18,003
+181% +$1.12M 0.02% 514
2025
Q2 		$548K Buy
+9,927
New +$502K 0.01% 703
2018
Q1 		– Sell
-33
Closed -$2K – 551
2017
Q4 		$2K Buy
+33
New +$1.8K ﹤0.01% 1615

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

Summit Trail Advisors's BC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Brunswick (BC) stake by 11% in Q2 2026, selling an estimated $374K and leaving 37,840 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #343.

Summit Trail Advisors first reported a position in BC in Q4 2017 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Summit Trail Advisors held 37,840 shares of Brunswick worth $3.19M as of Q2 2026.
  • Summit Trail Advisors sold 4,668 Brunswick shares in Q2 2026, an estimated $374K.
  • Brunswick made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #343 holding.
  • Summit Trail Advisors first reported a position in Brunswick in Q4 2017 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.