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Waverly Advisors’s Brunswick BC Stock Holding History

Waverly 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 		$279K Buy
3,312
+128
+4% +$10.3K ﹤0.01% 1451
2026
Q1 		$232K Buy
3,184
+260
+9% +$21K ﹤0.01% 1433
2025
Q4 		$217K Buy
+2,924
New +$198K ﹤0.01% 1353

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

Waverly Advisors's BC Position: Q2 2026 in Review

Waverly Advisors increased its Brunswick (BC) stake by 4% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,312 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Waverly Advisors first reported a position in BC in Q4 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • Waverly Advisors held 3,312 shares of Brunswick worth $279K as of Q2 2026.
  • Waverly Advisors bought 128 Brunswick shares in Q2 2026, an estimated $10.3K.
  • Brunswick made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1451 holding.
  • Waverly Advisors first reported a position in Brunswick in Q4 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.