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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
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 $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

USA Financial Formulas's BC Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Brunswick (BC) in Q1 2026: 2,518 shares worth $183K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in BC as recently as Q4 2014.

USA Financial Formulas first reported a position in BC in Q4 2014 and has held it in 2 quarters since. The position peaked at $422K in Q4 2014. 460 funds tracked by Wall St. Rank hold BC as of Q1 2026.

  • USA Financial Formulas held 2,518 shares of Brunswick worth $183K as of Q1 2026.
  • Brunswick was a new USA Financial Formulas position in Q1 2026.
  • Brunswick made up 0.03% of USA Financial Formulas's portfolio in Q1 2026, its #123 holding.
  • USA Financial Formulas first reported a position in Brunswick in Q4 2014 and has held it in 2 quarters since.
  • USA Financial Formulas's Brunswick position peaked at $422K in Q4 2014.
  • 460 funds tracked by Wall St. Rank held Brunswick as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.