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Foundations Investment Advisors’s BRC Inc BRCC Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-91,242
Closed -$142K – 1118
2025
Q3 		$142K Buy
+91,242
New +$146K ﹤0.01% 1015

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Foundations Investment Advisors's BRCC Position: Q4 2025 in Review

Foundations Investment Advisors sold out of BRC Inc (BRCC) in Q4 2025, closing a stake of 91,242 shares — an estimated $142K sold.

Foundations Investment Advisors first reported a position in BRCC in Q3 2025 and held it in 1 quarter. The position peaked at $142K in Q3 2025. 131 funds tracked by Wall St. Rank hold BRCC as of Q4 2025.

  • Foundations Investment Advisors reported no remaining BRC Inc position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 91,242 BRC Inc shares in Q4 2025, an estimated $142K.
  • Foundations Investment Advisors first reported a position in BRC Inc in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's BRC Inc position peaked at $142K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held BRC Inc as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.