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Atwood & Palmer’s BellRing Brands BRBR Stock Holding History

Atwood & Palmer’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.38K Hold
699
– – ﹤0.01% 422
2026
Q2 		$9.05K Sell
699
-209
-23% -$2.52K ﹤0.01% 377
2026
Q1 		$14.6K Sell
908
-500
-36% -$10.1K ﹤0.01% 352
2025
Q4 		$37.6K Hold
1,408
– – ﹤0.01% 259
2025
Q3 		$51.2K Sell
1,408
-199
-12% -$8.99K ﹤0.01% 240
2025
Q2 		$93.1K Hold
1,607
– – 0.01% 195
2025
Q1 		$120K Hold
1,607
– – 0.01% 175
2024
Q4 		$121K Hold
1,607
– – 0.01% 170
2024
Q3 		$97.6K Hold
1,607
– – 0.01% 185
2024
Q2 		$91.8K Hold
1,607
– – 0.01% 189
2024
Q1 		$94.9K Hold
1,607
– – 0.01% 189
2023
Q4 		$89.1K Hold
1,607
– – 0.01% 191
2023
Q3 		$66.3K Hold
1,607
– – 0.01% 194
2023
Q2 		$58.8K Hold
1,607
– – 0.01% 215
2023
Q1 		$54.6K Hold
1,607
– – 0.01% 202
2022
Q4 		$41.2K Hold
1,607
– – ﹤0.01% 223
2022
Q3 		$33K Hold
1,607
– – ﹤0.01% 227
2022
Q2 		$40K Hold
1,607
– – ﹤0.01% 226
2022
Q1 		$37K Buy
+1,607
New +$40.3K ﹤0.01% 258

Other funds holding BRBR

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atwood & Palmer's BRBR Position: Q3 2026 in Review

Atwood & Palmer held its BellRing Brands (BRBR) position steady in Q3 2026 at 699 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Atwood & Palmer first reported a position in BRBR in Q1 2022 and has held it in 19 quarters since. The position peaked at $121K in Q4 2024. 10 funds tracked by Wall St. Rank hold BRBR as of Q3 2026.

  • Atwood & Palmer held 699 shares of BellRing Brands worth $5.38K as of Q3 2026.
  • Atwood & Palmer left its BellRing Brands share count unchanged in Q3 2026.
  • BellRing Brands made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #422 holding.
  • Atwood & Palmer first reported a position in BellRing Brands in Q1 2022 and has held it in 19 quarters since.
  • Atwood & Palmer's BellRing Brands position peaked at $121K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held BellRing Brands as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.