LSE Equity Snapshot

BRK Weekly Equity Report

Brooks Macdonald Group plc

Interactive chart JSON snapshot
Latest Close 1,350 GBP 12 Jun 2026
1W Return 1.5% latest completed week
4W Return 0.4% short-term follow-through
12W Return -5.3% quarterly tape
Trend Breadth 40.4% 21 of 52 weeks active
Volume Ratio 0.5x vs 13-week average
Company Brief

What the company does

Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom. The company offers financial planning advisory services, such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and charities. It also provides investment management, such as bespoke portfolio service, managed portfolio service, alternative investment market portfolio service, multi-asset funds, and brooks macdonald investment solutions. The company was founded in 1991 and is headquartered in London, the United Kingdom.

Snapshot

What the weekly tape is saying

BRK closed the latest completed week at 1,350 GBP. The 4-week return is 0.4% and the 12-week return is -5.3%. Trend Signal is inactive, Market Dynamics is -0.82. Setup signature: Risk-first tape with a 25/100 composite read.

Trend Signal Inactive
Market Dynamics No fresh buy
Price vs Trend -11.5%
Volume 0.5x
Setup Cockpit

A compressed read of the whole setup

The radar blends trend persistence, momentum, Market Dynamics, Relative Strength, volume confirmation, and risk control into one weekly cockpit.

Composite setup radar

Scoreboard

Trend 22 Persistence of active Trend Signal over the last year and current streak.
Momentum 46 Blend of 4-week and 12-week follow-through.
Dynamics 36 Latest Market Dynamics and whether pressure has improved over four weeks.
Relative Strength 0 Relative leadership and short-term RS change.
Volume 21 Participation compared with the 13-week volume baseline.
Risk Control 26 Drawdown and recent weekly volatility pressure.

16-week signal tape

27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun
Weekly return bar Trend Signal dot Positive Market Dynamics dot
Price Action

Price, Trend Line, and Fair Value

Weekly price context with the latest close, trend position, Fair Value gap, drawdown, and 52-week range location.

52-week price path

Price Trend Line Fair Value

Price map

Trend Line
1,525 GBP
Vs Trend Line
-11.5%
Fair Value
1,732 GBP
Vs Fair Value
-22.1%
52W High
1,879 GBP
52W Low
1,308 GBP
Drawdown
-28.2%
Range Position
7.3%
Momentum

Returns and trend persistence

Return windows separate the latest week from short-term and medium-term follow-through.

Return windows

1W 1.5%
4W 0.4%
12W -5.3%
26W -16.6%
52W -19.1%

Trend read

Active Streak
0 weeks
52W Active Weeks
21
52W Active Breadth
40.4%
Sector Scope
GB Financial Services
Sector Rank
73 of 209
Sector Percentile
65.4%
Peer Context

Sector and industry pulse

Peer breadth helps separate a stock-specific move from a broader group rotation.

Market Dynamics

Pressure, Relative Strength, and expectation

Market Dynamics and Relative Strength show whether buying pressure and relative leadership are confirming the price move.

Dynamics path

Market Dynamics Relative Strength

Signal state

Market Dynamics
-0.82
4W MD Change
11.1%
Relative Strength
-22.73
4W RS Change
0.3%
Expectation
Undecided
Probability
45.54%
Volume

Participation and confirmation

Volume tells us whether the latest weekly move is being confirmed by unusual participation.

52-week volume profile

Volume map

Latest Volume
80.1K
13W Average
159.7K
52W Average
132.4K
Vs 13W
0.5x
Vs 52W
0.6x
Risk Anatomy

Volatility, downside weeks, and return shape

A compact risk profile shows whether the move is steady, volatile, or being driven by sharp one-week jumps.

26-week return distribution

Risk map

13W Volatility
3.0%
52W Volatility
3.1%
Upside Weeks
22
Downside Weeks
27
Downside Breadth
51.9%
Avg Gain / Loss
2.5% / -2.8%
Context

Classification, opportunities, risks, and watch points

Top-level read across company classification, constructive evidence, caution points, and the next things that matter.

Classification

Exchange
LSE
Country
GB
Sector
Financial Services
Industry
Asset Management
Currency
GBP
Market Cap
208.6M

Opportunity signals

  • No strong opportunity cluster is confirmed yet; monitor trend and Market Dynamics.

Risk signals

  • Trend Signal is inactive, so price action has not confirmed a constructive regime.
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Market Dynamics is negative, which weakens the current setup.
  • The share remains more than 20% below its 52-week high.

Watch next

  • Trend Line remains the key weekly regime level.
  • Market Dynamics is the pressure gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Weekly Tape

Recent completed weeks

The latest weekly rows behind the report snapshot.

Week Close Return Trend Fair Value MD RS Volume Signal
12 Jun 2026 1,350 GBP 1.5% 1,525 GBP 1,732 GBP -0.82 -22.73 80.1K Off
5 Jun 2026 1,330 GBP -1.5% 1,538 GBP 1,736 GBP -1.03 -23.64 117.7K Off
29 May 2026 1,350 GBP -3.6% 1,549 GBP 1,739 GBP -0.80 -23.29 49.4K Off
22 May 2026 1,400 GBP 4.1% 1,562 GBP 1,742 GBP -0.81 -21.33 267.3K Off
15 May 2026 1,345 GBP -6.6% 1,575 GBP 1,745 GBP -0.92 -22.79 31.9K Off
8 May 2026 1,440 GBP 0.7% 1,587 GBP 1,749 GBP -0.86 -18.06 958.0K Off
1 May 2026 1,430 GBP -1.4% 1,597 GBP 1,752 GBP -1.12 -19.97 37.9K Off
24 Apr 2026 1,450 GBP 0.0% 1,607 GBP 1,755 GBP -1.19 -19.26 73.1K Off
17 Apr 2026 1,450 GBP 3.6% 1,618 GBP 1,758 GBP -1.26 -21.71 76.7K Off
10 Apr 2026 1,400 GBP 2.6% 1,629 GBP 1,761 GBP -1.33 -24.23 148.9K Off
3 Apr 2026 1,365 GBP 0.4% 1,643 GBP 1,763 GBP -1.28 -25.32 71.1K Off
27 Mar 2026 1,360 GBP -4.6% 1,656 GBP 1,766 GBP -1.02 -22.55 97.2K Off
20 Mar 2026 1,425 GBP -1.7% 1,671 GBP 1,770 GBP -0.62 -18.79 67.0K Off
13 Mar 2026 1,450 GBP -7.9% 1,684 GBP 1,772 GBP -0.34 -20.40 127.6K Off