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Congress Wealth Management’s BellRing Brands BRBR Stock Holding History

Congress 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
2025
Q2 		$2.1M Buy
+36,322
New +$2.42M 0.02% 544

Other funds holding BRBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Congress Wealth Management's BRBR Position: Q2 2025 in Review

Congress Wealth Management opened a new position in BellRing Brands (BRBR) in Q2 2025: 36,322 shares worth $2.1M. The stake represents 0.02% of the portfolio and ranks #544 among its holdings.

485 funds tracked by Wall St. Rank hold BRBR as of Q2 2025.

  • Congress Wealth Management held 36,322 shares of BellRing Brands worth $2.1M as of Q2 2025.
  • BellRing Brands was a new Congress Wealth Management position in Q2 2025.
  • BellRing Brands made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #544 holding.
  • 485 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.