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Twin Peaks Wealth Advisors’s Brunswick BC Stock Holding History

Twin Peaks Wealth 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
Q1 		$21.2K Buy
+291
New +$23.5K 0.01% 693
2025
Q3 		– Sell
-285
Closed -$17.2K – 372
2025
Q2 		$17.2K Buy
+285
New +$14.4K 0.01% 658

Other funds holding BC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Twin Peaks Wealth Advisors's BC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Brunswick (BC) in Q1 2026: 291 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BC in Q2 2025 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold BC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 291 shares of Brunswick worth $21.2K as of Q1 2026.
  • Brunswick was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Brunswick made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #693 holding.
  • Twin Peaks Wealth Advisors first reported a position in Brunswick in Q2 2025 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.