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Summit Wealth Group (Colorado)’s Brunswick BC Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-6,099
Closed -$396K – 305
2025
Q3 		$396K Buy
+6,099
New +$378K 0.04% 300

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Brunswick (BC) in Q4 2025, closing a stake of 6,099 shares — an estimated $396K sold.

Summit Wealth Group (Colorado) first reported a position in BC in Q3 2025 and held it in 1 quarter. The position peaked at $396K in Q3 2025. 420 funds tracked by Wall St. Rank hold BC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Brunswick position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,099 Brunswick shares in Q4 2025, an estimated $396K.
  • Summit Wealth Group (Colorado) first reported a position in Brunswick in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Brunswick position peaked at $396K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Brunswick as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.