Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Brunswick BC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.54M Buy
61,001
+13,378
+28% +$1.02M 0.01% 1298
2026
Q2 		$3.45M Buy
47,623
+2,468
+5% +$198K 0.01% 1229
2026
Q1 		$3.07M Buy
45,155
+9,748
+28% +$786K 0.01% 1168
2025
Q4 		$2.99M Sell
35,407
-9
-0% -$610 ﹤0.01% 1297
2025
Q3 		$2.23M Buy
35,416
+5,079
+17% +$315K ﹤0.01% 1370
2025
Q2 		$1.8M Buy
30,337
+22,988
+313% +$1.16M ﹤0.01% 1406
2025
Q1 		$396K Buy
7,349
+484
+7% +$30.3K ﹤0.01% 2218
2024
Q4 		$444K Buy
6,865
+2,218
+48% +$174K ﹤0.01% 2076
2024
Q3 		$390K Buy
4,647
+174
+4% +$13.5K ﹤0.01% 1993
2024
Q2 		$326K Sell
4,473
-442
-9% -$36.1K ﹤0.01% 1927
2024
Q1 		$474K Sell
4,915
-89
-2% -$7.82K ﹤0.01% 1618
2023
Q4 		$484K Sell
5,004
-464
-8% -$36.9K ﹤0.01% 1529
2023
Q3 		$432K Buy
+5,468
New +$450K ﹤0.01% 1513

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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's BC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Brunswick (BC) stake by 28% in Q3 2026, buying an estimated $1.02M and bringing the position to 61,001 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #1298.

Wealth Enhancement Advisory Services first reported a position in BC in Q3 2023 and has held it in 13 quarters since. 203 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 61,001 shares of Brunswick worth $3.54M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 13,378 Brunswick shares in Q3 2026, an estimated $1.02M.
  • Brunswick made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1298 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brunswick in Q3 2023 and has held it in 13 quarters since.
  • 203 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.