Planning Strategies Inc.’s Brunswick BC Stock Holding History

Planning Strategies Inc.’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	$337	Buy	+4	New	+$321	﹤0.01%	931

Other funds holding BC

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s BC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Brunswick (BC) in Q2 2026: 4 shares worth $337. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

111 funds tracked by Wall St. Rank hold BC as of Q2 2026.

Planning Strategies Inc. held 4 shares of Brunswick worth $337 as of Q2 2026.
Brunswick was a new Planning Strategies Inc. position in Q2 2026.
Brunswick made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #931 holding.
111 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.