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Concurrent Investment Advisors’s BellRing Brands BRBR Stock Holding History

Concurrent Investment Advisors’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
2025
Q2 		– Sell
-3,275
Closed -$244K – 1416
2025
Q1 		$244K Sell
3,275
-25
-0.8% -$1.84K 0.01% 1027
2024
Q4 		$249K Buy
+3,300
New +$234K 0.01% 901
2024
Q2 		– Sell
-3,489
Closed -$206K – 998
2024
Q1 		$206K Sell
3,489
-758
-18% -$43.2K 0.01% 800
2023
Q4 		$235K Buy
+4,247
New +$205K 0.01% 724

Other funds holding BRBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concurrent Investment Advisors's BRBR Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of BellRing Brands (BRBR) in Q2 2025, closing a stake of 3,275 shares — an estimated $244K sold.

Concurrent Investment Advisors first reported a position in BRBR in Q4 2023 and held it in 4 quarters. The position peaked at $249K in Q4 2024. 485 funds tracked by Wall St. Rank hold BRBR as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining BellRing Brands position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,275 BellRing Brands shares in Q2 2025, an estimated $244K.
  • Concurrent Investment Advisors first reported a position in BellRing Brands in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's BellRing Brands position peaked at $249K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.