Annex Advisory Services
BRC icon

Annex Advisory Services’s Brady Corp BRC Stock Holding History

Annex Advisory Services’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.73M Hold
44,701
– – 0.06% 117
2026
Q2 		$4.09M Hold
44,701
– – 0.07% 115
2026
Q1 		$3.63M Sell
44,701
-1,552
-3% -$135K 0.07% 122
2025
Q4 		$3.62M Hold
46,253
– – 0.07% 125
2025
Q3 		$3.61M Hold
46,253
– – 0.08% 106
2025
Q2 		$3.14M Hold
46,253
– – 0.08% 111
2025
Q1 		$3.27M Buy
+46,253
New +$3.36M 0.09% 99

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Linden Thomas Advisory Services
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Annex Advisory Services's BRC Position: Q3 2026 in Review

Annex Advisory Services held its Brady Corp (BRC) position steady in Q3 2026 at 44,701 shares worth $3.73M. The position accounts for 0.06% of the portfolio, ranked #117.

Annex Advisory Services first reported a position in BRC in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.09M in Q2 2026. 30 funds tracked by Wall St. Rank hold BRC as of Q3 2026.

  • Annex Advisory Services held 44,701 shares of Brady Corp worth $3.73M as of Q3 2026.
  • Annex Advisory Services left its Brady Corp share count unchanged in Q3 2026.
  • Brady Corp made up 0.06% of Annex Advisory Services's portfolio in Q3 2026, its #117 holding.
  • Annex Advisory Services first reported a position in Brady Corp in Q1 2025 and has held it in 7 quarters since.
  • Annex Advisory Services's Brady Corp position peaked at $4.09M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Brady Corp as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.