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Institute for Wealth Management’s BellRing Brands BRBR Stock Holding History

Institute for Wealth Management’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55K Buy
+197
New +$2.38K ﹤0.01% 1558
2025
Q3 		– Sell
-3,567
Closed -$207K – 565
2025
Q2 		$207K Buy
+3,567
New +$238K 0.02% 533

Other funds holding BRBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Institute for Wealth Management's BRBR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BellRing Brands (BRBR) in Q2 2026: 197 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BRBR as recently as Q2 2025.

Institute for Wealth Management first reported a position in BRBR in Q2 2025 and has held it in 2 quarters since. The position peaked at $207K in Q2 2025. 365 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

  • Institute for Wealth Management held 197 shares of BellRing Brands worth $2.55K as of Q2 2026.
  • BellRing Brands was a new Institute for Wealth Management position in Q2 2026.
  • BellRing Brands made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1558 holding.
  • Institute for Wealth Management first reported a position in BellRing Brands in Q2 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's BellRing Brands position peaked at $207K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.