EWA
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EverSource Wealth Advisors’s BRC Inc BRCC Stock Holding History

EverSource Wealth Advisors’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
Q2 		$2.72K Buy
2,451
+622
+34% +$770 ﹤0.01% 3587
2026
Q1 		$1.42K Buy
1,829
+1,257
+220% +$1.06K ﹤0.01% 3749
2025
Q4 		$635 Buy
572
+180
+46% +$233 ﹤0.01% 3817
2025
Q3 		$612 Buy
392
+373
+1,963% +$597 ﹤0.01% 3900
2025
Q2 		$25 Sell
19
-103
-84% -$190 ﹤0.01% 4217
2025
Q1 		$255 Buy
122
+87
+249% +$222 ﹤0.01% 3644
2024
Q4 		$111 Buy
+35
New +$109 ﹤0.01% 3524
2023
Q1 		– Sell
-5
Closed -$31 – 2398
2022
Q4 		$31 Hold
5
– – ﹤0.01% 2290
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1980
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1725
2022
Q1 		$0 Buy
+5
New +$88 ﹤0.01% 1714

Other funds holding BRCC

ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

EverSource Wealth Advisors's BRCC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BRC Inc (BRCC) stake by 34% in Q2 2026, buying an estimated $770 and bringing the position to 2,451 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

EverSource Wealth Advisors first reported a position in BRCC in Q1 2022 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • EverSource Wealth Advisors held 2,451 shares of BRC Inc worth $2.72K as of Q2 2026.
  • EverSource Wealth Advisors bought 622 BRC Inc shares in Q2 2026, an estimated $770.
  • BRC Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3587 holding.
  • EverSource Wealth Advisors first reported a position in BRC Inc in Q1 2022 and has held it in 11 quarters since.
  • 41 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.