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Exeter Financial’s Black Rock Coffee Bar Inc BRCB Stock Holding History

Exeter Financial’s Portfolio BRCB Stock Details BRCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
+30,000
New +$244K 0.08% 99

Other funds holding BRCB

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Exeter Financial's BRCB Position: Q3 2026 in Review

Exeter Financial opened a new position in Black Rock Coffee Bar Inc (BRCB) in Q3 2026: 30,000 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings.

8 funds tracked by Wall St. Rank hold BRCB as of Q3 2026.

  • Exeter Financial held 30,000 shares of Black Rock Coffee Bar Inc worth $214K as of Q3 2026.
  • Black Rock Coffee Bar Inc was a new Exeter Financial position in Q3 2026.
  • Black Rock Coffee Bar Inc made up 0.08% of Exeter Financial's portfolio in Q3 2026, its #99 holding.
  • 8 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q3 2026.

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