Dakota Wealth Management’s Brady Corp BRC Stock Holding History

Dakota Wealth Management’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
2025 Q3	–	Sell	-3,111	Closed	-$211K	–	665
2025 Q2	$211K	Buy	+3,111	New	+$217K	﹤0.01%	719

Other funds holding BRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dakota Wealth Management's BRC Position: Q3 2025 in Review

Dakota Wealth Management sold out of Brady Corp (BRC) in Q3 2025, closing a stake of 3,111 shares — an estimated $211K sold.

Dakota Wealth Management first reported a position in BRC in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 295 funds tracked by Wall St. Rank hold BRC as of Q3 2025.

Dakota Wealth Management reported no remaining Brady Corp position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 3,111 Brady Corp shares in Q3 2025, an estimated $211K.
Dakota Wealth Management first reported a position in Brady Corp in Q2 2025 and held it in 1 quarter.
Dakota Wealth Management's Brady Corp position peaked at $211K in Q2 2025.
295 funds tracked by Wall St. Rank held Brady Corp as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.