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Wealthspire Advisors (New York)’s Brunswick BC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-548
Closed -$34.7K – 1216
2025
Q3 		$34.7K Buy
+548
New +$34K ﹤0.01% 1386

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wealthspire Advisors (New York)'s BC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Brunswick (BC) in Q4 2025, closing a stake of 548 shares — an estimated $34.7K sold.

Wealthspire Advisors (New York) first reported a position in BC in Q3 2025 and held it in 1 quarter. The position peaked at $34.7K in Q3 2025. 420 funds tracked by Wall St. Rank hold BC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Brunswick position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 548 Brunswick shares in Q4 2025, an estimated $34.7K.
  • Wealthspire Advisors (New York) first reported a position in Brunswick in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Brunswick position peaked at $34.7K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Brunswick as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.