IFP Advisors
BRCB icon

IFP Advisors’s Black Rock Coffee Bar Inc BRCB Stock Holding History

IFP Advisors’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 		$535 Buy
75
+43
+134% +$350 ﹤0.01% 4665
2026
Q2 		$265 Buy
32
+19
+146% +$189 ﹤0.01% 4807
2026
Q1 		$168 Buy
+13
New +$211 ﹤0.01% 4651

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
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 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's BRCB Position: Q3 2026 in Review

IFP Advisors increased its Black Rock Coffee Bar Inc (BRCB) stake by 134% in Q3 2026, buying an estimated $350 and bringing the position to 75 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #4665.

IFP Advisors first reported a position in BRCB in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold BRCB as of Q3 2026.

  • IFP Advisors held 75 shares of Black Rock Coffee Bar Inc worth $535 as of Q3 2026.
  • IFP Advisors bought 43 Black Rock Coffee Bar Inc shares in Q3 2026, an estimated $350.
  • Black Rock Coffee Bar Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4665 holding.
  • IFP Advisors first reported a position in Black Rock Coffee Bar Inc in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.