UFF
BC icon

USA Financial Formulas’s Brunswick BC Stock Holding History

USA Financial Formulas’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
-2,518
Closed -$183K – 430
2026
Q1 		$183K Buy
+2,518
New +$203K 0.03% 123
2015
Q1 		– Sell
-8,226
Closed -$422K – 186
2014
Q4 		$422K Buy
+8,226
New +$385K 0.14% 138

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

USA Financial Formulas's BC Position: Q2 2026 in Review

USA Financial Formulas sold out of Brunswick (BC) in Q2 2026, closing a stake of 2,518 shares — an estimated $183K sold.

USA Financial Formulas first reported a position in BC in Q4 2014 and held it in 2 quarters. The position peaked at $422K in Q4 2014. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • USA Financial Formulas reported no remaining Brunswick position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,518 Brunswick shares in Q2 2026, an estimated $183K.
  • USA Financial Formulas first reported a position in Brunswick in Q4 2014 and held it in 2 quarters.
  • USA Financial Formulas's Brunswick position peaked at $422K in Q4 2014.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.