CX Institutional’s BellRing Brands BRBR Stock Holding History

CX Institutional’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
2026 Q3	$2K	Hold	210	–	–	﹤0.01%	1537
2026 Q2	$3K	Sell	210 -83	-28%	-$1K	﹤0.01%	1410
2026 Q1	$5K	Buy	293 +83	+40%	+$1.68K	﹤0.01%	1362
2025 Q4	$6K	Hold	210	–	–	﹤0.01%	1247
2025 Q3	$8K	Hold	210	–	–	﹤0.01%	1221
2025 Q2	$12K	Hold	210	–	–	﹤0.01%	1016
2025 Q1	$16K	Buy	+210	New	+$15.4K	﹤0.01%	966
2022 Q3	–	Sell	-210	Closed	-$5K	–	537
2022 Q2	$5K	Buy	+210	New	+$5.14K	﹤0.01%	1026

Other funds holding BRBR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CX Institutional's BRBR Position: Q3 2026 in Review

CX Institutional held its BellRing Brands (BRBR) position steady in Q3 2026 at 210 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

CX Institutional first reported a position in BRBR in Q2 2022 and has held it in 8 quarters since. The position peaked at $16K in Q1 2025. 16 funds tracked by Wall St. Rank hold BRBR as of Q3 2026.

CX Institutional held 210 shares of BellRing Brands worth $2K as of Q3 2026.
CX Institutional left its BellRing Brands share count unchanged in Q3 2026.
BellRing Brands made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1537 holding.
CX Institutional first reported a position in BellRing Brands in Q2 2022 and has held it in 8 quarters since.
CX Institutional's BellRing Brands position peaked at $16K in Q1 2025.
16 funds tracked by Wall St. Rank held BellRing Brands as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.