Elser Financial Planning’s Brady Corp BRC Stock Holding History

Elser Financial Planning’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	–	Sell	-4,217	Closed	-$2.12M	–	136
2025 Q4	$2.12M	Buy	+4,217	New	+$326K	1.53%	14

Other funds holding BRC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Elser Financial Planning's BRC Position: Q1 2026 in Review

Elser Financial Planning sold out of Brady Corp (BRC) in Q1 2026, closing a stake of 4,217 shares — an estimated $2.12M sold.

Elser Financial Planning first reported a position in BRC in Q4 2025 and held it in 1 quarter. The position peaked at $2.12M in Q4 2025. 317 funds tracked by Wall St. Rank hold BRC as of Q1 2026.

Elser Financial Planning reported no remaining Brady Corp position as of Q1 2026 after selling out during the quarter.
Elser Financial Planning sold 4,217 Brady Corp shares in Q1 2026, an estimated $2.12M.
Elser Financial Planning first reported a position in Brady Corp in Q4 2025 and held it in 1 quarter.
Elser Financial Planning's Brady Corp position peaked at $2.12M in Q4 2025.
317 funds tracked by Wall St. Rank held Brady Corp as of Q1 2026.

Based on Elser Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.