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Bernard Wealth Management’s BellRing Brands BRBR Stock Holding History

Bernard Wealth Management’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
Q2 		$2.56K Sell
198
-22
-10% -$265 ﹤0.01% 271
2026
Q1 		$3.54K Hold
220
– – ﹤0.01% 267
2025
Q4 		$5.88K Hold
220
– – ﹤0.01% 238
2025
Q3 		$8K Sell
220
-12
-5% -$542 ﹤0.01% 225
2025
Q2 		$13.4K Sell
232
-26
-10% -$1.74K 0.01% 203
2025
Q1 		$19.2K Hold
258
– – 0.01% 186
2024
Q4 		$19.4K Buy
+258
New +$18.3K 0.01% 178

Other funds holding BRBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bernard Wealth Management's BRBR Position: Q2 2026 in Review

Bernard Wealth Management reduced its BellRing Brands (BRBR) stake by 10% in Q2 2026, selling an estimated $265 and leaving 198 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Bernard Wealth Management first reported a position in BRBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q4 2024. 362 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

  • Bernard Wealth Management held 198 shares of BellRing Brands worth $2.56K as of Q2 2026.
  • Bernard Wealth Management sold 22 BellRing Brands shares in Q2 2026, an estimated $265.
  • BellRing Brands made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Bernard Wealth Management first reported a position in BellRing Brands in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's BellRing Brands position peaked at $19.4K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.