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Verdence Capital Advisors’s Brunswick BC Stock Holding History

Verdence Capital 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 		– Sell
-6,783
Closed -$504K – 668
2025
Q4 		$504K Buy
6,783
+156
+2% +$10.6K 0.03% 427
2025
Q3 		$470K Buy
6,627
+103
+2% +$6.39K 0.03% 472
2025
Q2 		$360K Buy
6,524
+195
+3% +$9.86K 0.02% 504
2025
Q1 		$341K Buy
6,329
+2,113
+50% +$132K 0.03% 498
2024
Q4 		$273K Buy
+4,216
New +$331K 0.02% 536
2024
Q2 		– Sell
-2,201
Closed -$212K – 594
2024
Q1 		$212K Sell
2,201
-1,439
-40% -$126K 0.02% 558
2023
Q4 		$352K Sell
3,640
-5
-0.1% -$397 0.03% 415
2023
Q3 		$288K Buy
3,645
+149
+4% +$12.3K 0.03% 446
2023
Q2 		$303K Sell
3,496
-237
-6% -$19.3K 0.04% 415
2023
Q1 		$306K Buy
+3,733
New +$309K 0.04% 416
2022
Q4 		– Sell
-3,870
Closed -$253K – 503
2022
Q3 		$253K Buy
3,870
+72
+2% +$5.4K 0.03% 430
2022
Q2 		$248K Sell
3,798
-154
-4% -$11.3K 0.03% 435
2022
Q1 		$320K Buy
3,952
+385
+11% +$35.5K 0.04% 413
2021
Q4 		$359K Buy
3,567
+274
+8% +$26.8K 0.04% 353
2021
Q3 		$314K Buy
+3,293
New +$328K 0.04% 372

Other funds holding BC

BlackRock
BlackRock New York $5.7T 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 $74.9B 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