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Golden State Wealth Management’s BRC Inc BRCC Stock Holding History

Golden State Wealth Management’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
Q2 		– Sell
-2,000
Closed -$4.18K – 1579
2025
Q1 		$4.18K Buy
+2,000
New +$5.1K ﹤0.01% 1207

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Golden State Wealth Management's BRCC Position: Q2 2025 in Review

Golden State Wealth Management sold out of BRC Inc (BRCC) in Q2 2025, closing a stake of 2,000 shares — an estimated $4.18K sold.

Golden State Wealth Management first reported a position in BRCC in Q1 2025 and held it in 1 quarter. The position peaked at $4.18K in Q1 2025. 123 funds tracked by Wall St. Rank hold BRCC as of Q2 2025.

  • Golden State Wealth Management reported no remaining BRC Inc position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 2,000 BRC Inc shares in Q2 2025, an estimated $4.18K.
  • Golden State Wealth Management first reported a position in BRC Inc in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's BRC Inc position peaked at $4.18K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held BRC Inc as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.