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Essential Partners’s BRC Inc BRCC Stock Holding History

Essential Partners’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 		$607 Sell
67
-53
-44% -$518 ﹤0.01% 2337
2026
Q2 		$1.33K Buy
120
+79
+193% +$978 ﹤0.01% 2119
2026
Q1 		$320 Sell
41
-25
-38% -$211 ﹤0.01% 2541
2025
Q4 		$727 Sell
66
-15
-19% -$194 ﹤0.01% 2135
2025
Q3 		$1.27K Buy
81
+80
+8,000% +$1.28K ﹤0.01% 1948
2025
Q2 		$8 Buy
+1
New +$18 ﹤0.01% 2256

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 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

Essential Partners's BRCC Position: Q3 2026 in Review

Essential Partners reduced its BRC Inc (BRCC) stake by 44% in Q3 2026, selling an estimated $518 and leaving 67 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Essential Partners first reported a position in BRCC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.33K in Q2 2026. 8 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • Essential Partners held 67 shares of BRC Inc worth $607 as of Q3 2026.
  • Essential Partners sold 53 BRC Inc shares in Q3 2026, an estimated $518.
  • BRC Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2337 holding.
  • Essential Partners first reported a position in BRC Inc in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's BRC Inc position peaked at $1.33K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.