AssetMark Inc’s Brady Corp BRC Stock Holding History

AssetMark Inc’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 Q1	$14.7K	Buy	181 +151	+503%	+$13.1K	﹤0.01%	2172
2025 Q4	$2.35K	Buy	+30	New	+$2.32K	﹤0.01%	2734
2025 Q3	–	Sell	-13	Closed	-$884	–	3192
2025 Q2	$884	Buy	+13	New	+$905	﹤0.01%	2637
2018 Q1	–	Sell	-16	Closed	-$1K	–	1472
2017 Q4	$1K	Buy	+16	New	+$616	﹤0.01%	1561

Other funds holding BRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AssetMark Inc's BRC Position: Q1 2026 in Review

AssetMark Inc increased its Brady Corp (BRC) stake by 503% in Q1 2026, buying an estimated $13.1K and bringing the position to 181 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

AssetMark Inc first reported a position in BRC in Q4 2017 and has held it in 4 quarters since. 316 funds tracked by Wall St. Rank hold BRC as of Q1 2026.

AssetMark Inc held 181 shares of Brady Corp worth $14.7K as of Q1 2026.
AssetMark Inc bought 151 Brady Corp shares in Q1 2026, an estimated $13.1K.
Brady Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2172 holding.
AssetMark Inc first reported a position in Brady Corp in Q4 2017 and has held it in 4 quarters since.
316 funds tracked by Wall St. Rank held Brady Corp as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.