IFP Advisors
BRCC icon

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
Q3 		$544 Buy
62
+3
+5% +$29 ﹤0.01% 4660
2026
Q2 		$657 Buy
59
+43
+269% +$532 ﹤0.01% 4620
2026
Q1 		$122 Buy
16
+11
+220% +$93 ﹤0.01% 4708
2025
Q4 		$53 Sell
5
-11
-69% -$143 ﹤0.01% 4690
2025
Q3 		$250 Buy
16
+13
+433% +$208 ﹤0.01% 4352
2025
Q2 		$35 Buy
+3
New +$55 ﹤0.01% 4822
2025
Q1 		– Sell
-18
Closed -$583 – 4353
2024
Q4 		$583 Hold
18
– – ﹤0.01% 3380
2024
Q3 		$629 Buy
18
+8
+80% +$367 ﹤0.01% 3124
2024
Q2 		$613 Hold
10
– – ﹤0.01% 3067
2024
Q1 		$428 Hold
10
– – ﹤0.01% 2993
2023
Q4 		$363 Hold
10
– – ﹤0.01% 2902
2023
Q3 		$359 Hold
10
– – ﹤0.01% 3140
2023
Q2 		$516 Hold
10
– – ﹤0.01% 3194
2023
Q1 		$1.2K Hold
10
– – ﹤0.01% 3046
2022
Q4 		$1K Sell
10
-365
-97% -$23.8K ﹤0.01% 4293
2022
Q3 		$43K Hold
375
– – ﹤0.01% 2476
2022
Q2 		$43K Hold
375
– – ﹤0.01% 2263
2022
Q1 		$43K Buy
+375
New +$66.2K ﹤0.01% 2262

Other funds holding BRCC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFP Advisors's BRCC Position: Q3 2026 in Review

IFP Advisors increased its BRC Inc (BRCC) stake by 5.1% in Q3 2026, buying an estimated $29 and bringing the position to 62 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #4660.

IFP Advisors first reported a position in BRCC in Q1 2022 and has held it in 18 quarters since. The position peaked at $43K in Q3 2022. 45 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • IFP Advisors held 62 shares of BRC Inc worth $544 as of Q3 2026.
  • IFP Advisors bought 3 BRC Inc shares in Q3 2026, an estimated $29.
  • BRC Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4660 holding.
  • IFP Advisors first reported a position in BRC Inc in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's BRC Inc position peaked at $43K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

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