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
245
+62
+34% +$767 ﹤0.01% 3587
2026
Q1 		$1.42K Buy
183
+126
+221% +$1.06K ﹤0.01% 3749
2025
Q4 		$635 Buy
57
+18
+46% +$233 ﹤0.01% 3817
2025
Q3 		$612 Buy
39
+37
+1,850% +$592 ﹤0.01% 3900
2025
Q2 		$25 Sell
2
-10
-83% -$185 ﹤0.01% 4217
2025
Q1 		$255 Buy
12
+8
+200% +$204 ﹤0.01% 3644
2024
Q4 		$111 Buy
+4
New +$125 ﹤0.01% 3524
2023
Q1 		– Sell
-1
Closed -$31 – 2398
2022
Q4 		$31 Hold
1
– – ﹤0.01% 2290
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1980
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1725
2022
Q1 		$0 Buy
+1
New +$177 ﹤0.01% 1714

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 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 $767 and bringing the position to 245 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. 150 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • EverSource Wealth Advisors held 245 shares of BRC Inc worth $2.72K as of Q2 2026.
  • EverSource Wealth Advisors bought 62 BRC Inc shares in Q2 2026, an estimated $767.
  • 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.
  • 150 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.