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Turning Point Benefit Group’s Brunswick BC Stock Holding History

Turning Point Benefit Group’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
-3
Closed -$192 – 859
2025
Q3 		$192 Buy
+3
New +$186 ﹤0.01% 660

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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 $3.38T AUM 44.17% 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

Turning Point Benefit Group's BC Position: Q4 2025 in Review

Turning Point Benefit Group sold out of Brunswick (BC) in Q4 2025, closing a stake of 3 shares — an estimated $192 sold.

Turning Point Benefit Group first reported a position in BC in Q3 2025 and held it in 1 quarter. The position peaked at $192 in Q3 2025. 420 funds tracked by Wall St. Rank hold BC as of Q4 2025.

  • Turning Point Benefit Group reported no remaining Brunswick position as of Q4 2025 after selling out during the quarter.
  • Turning Point Benefit Group sold 3 Brunswick shares in Q4 2025, an estimated $192.
  • Turning Point Benefit Group first reported a position in Brunswick in Q3 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Brunswick position peaked at $192 in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Brunswick as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.