Farther Finance Advisors’s Brady Corp BRC Stock Holding History

Farther Finance Advisors’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.8K	Buy	325 +146	+82%	+$12.7K	﹤0.01%	3447
2025 Q4	$14K	Buy	179 +22	+14%	+$1.7K	﹤0.01%	3683
2025 Q3	$12.3K	Buy	157 +9	+6%	+$665	﹤0.01%	3346
2025 Q2	$10.1K	Sell	148 -83	-36%	-$5.78K	﹤0.01%	3076
2025 Q1	$16.5K	Sell	231 -1,843	-89%	-$134K	﹤0.01%	2483
2024 Q4	$153K	Buy	2,074 +79	+4%	+$5.87K	0.01%	1112
2024 Q3	$153K	Buy	1,995 +1,977	+10,983%	+$141K	0.01%	1111
2024 Q2	$1.17K	Hold	18	–	–	﹤0.01%	3013
2024 Q1	$1.08K	Hold	18	–	–	﹤0.01%	2743
2023 Q4	$1.06K	Sell	18 -22	-55%	-$1.21K	﹤0.01%	2702
2023 Q3	$2.2K	Hold	40	–	–	﹤0.01%	1820
2023 Q2	$1.9K	Hold	40	–	–	﹤0.01%	1770
2023 Q1	$2.15K	Hold	40	–	–	﹤0.01%	1621
2022 Q4	$1.88K	Buy	+40	New	+$1.83K	﹤0.01%	1470

Other funds holding BRC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return