Everhart Financial Group’s BellRing Brands BRBR Stock Holding History

Everhart Financial Group’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	$78.9K	Buy	+10,262	New	+$113K	﹤0.01%	484

Other funds holding BRBR

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

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

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

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

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

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 Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Everhart Financial Group's BRBR Position: Q3 2026 in Review

Everhart Financial Group opened a new position in BellRing Brands (BRBR) in Q3 2026: 10,262 shares worth $78.9K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

10 funds tracked by Wall St. Rank hold BRBR as of Q3 2026.

Everhart Financial Group held 10,262 shares of BellRing Brands worth $78.9K as of Q3 2026.
BellRing Brands was a new Everhart Financial Group position in Q3 2026.
BellRing Brands made up ﹤0.01% of Everhart Financial Group's portfolio in Q3 2026, its #484 holding.
10 funds tracked by Wall St. Rank held BellRing Brands as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.