CI
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CX Institutional’s BRC Inc BRCC Stock Holding History

CX Institutional’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
2026
Q3 		$2K Hold
201
– – ﹤0.01% 1538
2026
Q2 		$2K Buy
+201
New +$2.49K ﹤0.01% 1448

Other funds holding BRCC

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CX Institutional's BRCC Position: Q3 2026 in Review

CX Institutional held its BRC Inc (BRCC) position steady in Q3 2026 at 201 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

CX Institutional first reported a position in BRCC in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • CX Institutional held 201 shares of BRC Inc worth $2K as of Q3 2026.
  • CX Institutional left its BRC Inc share count unchanged in Q3 2026.
  • BRC Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1538 holding.
  • CX Institutional first reported a position in BRC Inc in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

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