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Segment Wealth Management, LLC → BC-PC

Segment Wealth Management, LLC BC-PC Position History

NASDAQ MEA Basic Resources Larg • Manufacturing

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$7.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.6M
Q1 2026$6.5M
Q2 2026$7.5M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M88.5K——
Q2 2026$7.5M89.6K——
Q1 2026$6.5M88.9K——
Q4 2025$6.6M88.3K——

Other funds holding BC-PC

Other Segment Wealth Management, LLC positions

VGES

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$120.9M
VGES

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$108.1M
VGES

VANGUARD INDEX FDS

$102.8M
BRK-A

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$82.1M
BRK-A

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$81.9M
BRK-A

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$80.5M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$78.6M