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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
Q2 		– Sell
-291
Closed -$21.2K – 434
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Twin Peaks Wealth Advisors's BC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Brunswick (BC) in Q2 2026, closing a stake of 291 shares — an estimated $21.2K sold.

Twin Peaks Wealth Advisors first reported a position in BC in Q2 2025 and held it in 2 quarters. The position peaked at $21.2K in Q1 2026. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Brunswick position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 291 Brunswick shares in Q2 2026, an estimated $21.2K.
  • Twin Peaks Wealth Advisors first reported a position in Brunswick in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Brunswick position peaked at $21.2K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.