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Sunrise Financial Services’s Brunswick BC Stock Holding History

Sunrise Financial Services’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 		$2.11K Hold
25
– – ﹤0.01% 381
2026
Q1 		$1.82K Hold
25
– – ﹤0.01% 417
2025
Q4 		$1.86K Buy
+25
New +$1.69K ﹤0.01% 376

Other funds holding BC

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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

Sunrise Financial Services's BC Position: Q2 2026 in Review

Sunrise Financial Services held its Brunswick (BC) position steady in Q2 2026 at 25 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Sunrise Financial Services first reported a position in BC in Q4 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Sunrise Financial Services held 25 shares of Brunswick worth $2.11K as of Q2 2026.
  • Sunrise Financial Services left its Brunswick share count unchanged in Q2 2026.
  • Brunswick made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #381 holding.
  • Sunrise Financial Services first reported a position in Brunswick in Q4 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.