BKM Wealth Management’s Brady Corp BRC Stock Holding History

BKM Wealth Management’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	$311K	Hold	3,720	–	–	0.1%	130
2026 Q2	$341K	Sell	3,720 -280	-7%	-$23.3K	0.12%	120
2026 Q1	$325K	Hold	4,000	–	–	0.12%	122
2025 Q4	$313K	Hold	4,000	–	–	0.11%	123
2025 Q3	$312K	Hold	4,000	–	–	0.12%	123
2025 Q2	$272K	Hold	4,000	–	–	0.11%	132
2025 Q1	$283K	Hold	4,000	–	–	0.12%	130
2024 Q4	$295K	Hold	4,000	–	–	0.12%	134
2024 Q3	$307K	Buy	+4,000	New	+$285K	0.12%	130
2024 Q2	–	Sell	-4,000	Closed	-$237K	–	149
2024 Q1	$237K	Sell	4,000 -1,000	-20%	-$59.7K	0.1%	148
2023 Q4	$293K	Buy	+5,000	New	+$276K	0.13%	132

Other funds holding BRC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

BKM Wealth Management's BRC Position: Q3 2026 in Review

BKM Wealth Management held its Brady Corp (BRC) position steady in Q3 2026 at 3,720 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #130.

BKM Wealth Management first reported a position in BRC in Q4 2023 and has held it in 11 quarters since. The position peaked at $341K in Q2 2026. 51 funds tracked by Wall St. Rank hold BRC as of Q3 2026.

BKM Wealth Management held 3,720 shares of Brady Corp worth $311K as of Q3 2026.
BKM Wealth Management left its Brady Corp share count unchanged in Q3 2026.
Brady Corp made up 0.1% of BKM Wealth Management's portfolio in Q3 2026, its #130 holding.
BKM Wealth Management first reported a position in Brady Corp in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Brady Corp position peaked at $341K in Q2 2026.
51 funds tracked by Wall St. Rank held Brady Corp as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.