True Wealth Design
BC icon

True Wealth Design’s Brunswick BC Stock Holding History

True Wealth Design’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
Q3 		$33.5K Buy
522
+149
+40% +$11.4K 0.01% 657
2026
Q2 		$31.4K Sell
373
-12
-3% -$962 0.01% 659
2026
Q1 		$28K Buy
385
+75
+24% +$6.05K 0.01% 584
2025
Q4 		$23K Buy
310
+85
+38% +$5.76K 0.01% 563
2025
Q3 		$14.2K Buy
225
+145
+181% +$9K ﹤0.01% 717
2025
Q2 		$4.42K Buy
80
+72
+900% +$3.64K ﹤0.01% 857
2025
Q1 		$431 Buy
+8
New +$501 ﹤0.01% 1601
2023
Q2 		– Sell
-20
Closed -$1.64K – 793
2023
Q1 		$1.64K Buy
+20
New +$1.65K ﹤0.01% 348

Other funds holding BC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

True Wealth Design's BC Position: Q3 2026 in Review

True Wealth Design increased its Brunswick (BC) stake by 40% in Q3 2026, buying an estimated $11.4K and bringing the position to 522 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #657.

True Wealth Design first reported a position in BC in Q1 2023 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • True Wealth Design held 522 shares of Brunswick worth $33.5K as of Q3 2026.
  • True Wealth Design bought 149 Brunswick shares in Q3 2026, an estimated $11.4K.
  • Brunswick made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #657 holding.
  • True Wealth Design first reported a position in Brunswick in Q1 2023 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.