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Bailard’s BRC Inc BRCC Stock Holding History

Bailard’s Portfolio BRCC Stock Details BRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$311K Buy
+34,300
New +$335K 0.01% 610

Other funds holding BRCC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's BRCC Position: Q3 2026 in Review

Bailard opened a new position in BRC Inc (BRCC) in Q3 2026: 34,300 shares worth $311K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings.

8 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • Bailard held 34,300 shares of BRC Inc worth $311K as of Q3 2026.
  • BRC Inc was a new Bailard position in Q3 2026.
  • BRC Inc made up 0.01% of Bailard's portfolio in Q3 2026, its #610 holding.
  • 8 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.