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Cornerstone Planning Group’s BRC Inc BRCC Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-1,000
Closed -$1.26K – 1725
2025
Q3 		$1.26K Hold
1,000
– – ﹤0.01% 1260
2025
Q2 		$1.39K Hold
1,000
– – ﹤0.01% 1034
2025
Q1 		$2.3K Hold
1,000
– – ﹤0.01% 951
2024
Q4 		$2.82K Hold
1,000
– – ﹤0.01% 701
2024
Q3 		$3.14K Hold
1,000
– – ﹤0.01% 672
2024
Q2 		$5.07K Buy
+1,000
New +$5.2K ﹤0.01% 569

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cornerstone Planning Group's BRCC Position: Q4 2025 in Review

Cornerstone Planning Group sold out of BRC Inc (BRCC) in Q4 2025, closing a stake of 1,000 shares — an estimated $1.26K sold.

Cornerstone Planning Group first reported a position in BRCC in Q2 2024 and held it in 6 quarters. The position peaked at $5.07K in Q2 2024. 131 funds tracked by Wall St. Rank hold BRCC as of Q4 2025.

  • Cornerstone Planning Group reported no remaining BRC Inc position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,000 BRC Inc shares in Q4 2025, an estimated $1.26K.
  • Cornerstone Planning Group first reported a position in BRC Inc in Q2 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's BRC Inc position peaked at $5.07K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held BRC Inc as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.