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IFP Advisors’s BRC Inc BRCC Stock Holding History

IFP 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
2026
Q2 		$657 Buy
592
+435
+277% +$538 ﹤0.01% 4621
2026
Q1 		$122 Buy
157
+109
+227% +$92 ﹤0.01% 4708
2025
Q4 		$53 Sell
48
-112
-70% -$145 ﹤0.01% 4690
2025
Q3 		$250 Buy
160
+133
+493% +$213 ﹤0.01% 4352
2025
Q2 		$35 Buy
+27
New +$50 ﹤0.01% 4822
2025
Q1 		– Sell
-184
Closed -$583 – 4353
2024
Q4 		$583 Hold
184
– – ﹤0.01% 3380
2024
Q3 		$629 Buy
184
+84
+84% +$385 ﹤0.01% 3124
2024
Q2 		$613 Hold
100
– – ﹤0.01% 3067
2024
Q1 		$428 Hold
100
– – ﹤0.01% 2993
2023
Q4 		$363 Hold
100
– – ﹤0.01% 2902
2023
Q3 		$359 Hold
100
– – ﹤0.01% 3140
2023
Q2 		$516 Hold
100
– – ﹤0.01% 3194
2023
Q1 		$1.2K Hold
100
– – ﹤0.01% 3046
2022
Q4 		$1K Sell
100
-3,650
-97% -$23.8K ﹤0.01% 4294
2022
Q3 		$43K Hold
3,750
– – ﹤0.01% 2477
2022
Q2 		$43K Hold
3,750
– – ﹤0.01% 2262
2022
Q1 		$43K Buy
+3,750
New +$66.2K ﹤0.01% 2262

Other funds holding BRCC

ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's BRCC Position: Q2 2026 in Review

IFP Advisors increased its BRC Inc (BRCC) stake by 277% in Q2 2026, buying an estimated $538 and bringing the position to 592 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #4621.

IFP Advisors first reported a position in BRCC in Q1 2022 and has held it in 17 quarters since. The position peaked at $43K in Q3 2022. 17 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • IFP Advisors held 592 shares of BRC Inc worth $657 as of Q2 2026.
  • IFP Advisors bought 435 BRC Inc shares in Q2 2026, an estimated $538.
  • BRC Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4621 holding.
  • IFP Advisors first reported a position in BRC Inc in Q1 2022 and has held it in 17 quarters since.
  • IFP Advisors's BRC Inc position peaked at $43K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.