CFD
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Creative Financial Designs’s Brady Corp BRC Stock Holding History

Creative Financial Designs’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
Q1 		$9.31K Buy
115
+1
+0.9% +$87 ﹤0.01% 1433
2025
Q4 		$8.95K Sell
114
-1,299
-92% -$101K ﹤0.01% 1382
2025
Q3 		$110K Sell
1,413
-36
-2% -$2.66K 0.01% 617
2025
Q2 		$98.5K Sell
1,449
-77
-5% -$5.36K 0.01% 674
2025
Q1 		$108K Sell
1,526
-28
-2% -$2.03K 0.01% 596
2024
Q4 		$115K Sell
1,554
-1
-0.1% -$74 0.01% 566
2024
Q3 		$119K Buy
1,555
+60
+4% +$4.27K 0.01% 559
2024
Q2 		$98.7K Buy
1,495
+1,403
+1,525% +$87.8K 0.01% 581
2024
Q1 		$5.45K Buy
+92
New +$5.49K ﹤0.01% 1284

Other funds holding BRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return