JFS Wealth Advisors
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JFS Wealth Advisors’s Brady Corp BRC Stock Holding History

JFS Wealth Advisors’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.42K Buy
53
+2
+4% +$182 ﹤0.01% 1288
2026
Q2 		$4.67K Buy
51
+4
+9% +$332 ﹤0.01% 1299
2026
Q1 		$3.82K Sell
47
-3
-6% -$261 ﹤0.01% 1284
2025
Q4 		$3.92K Buy
50
+13
+35% +$1.01K ﹤0.01% 1332
2025
Q3 		$2.89K Hold
37
– – ﹤0.01% 1326
2025
Q2 		$2.52K Hold
37
– – ﹤0.01% 1335
2025
Q1 		$2.61K Hold
37
– – ﹤0.01% 1366
2024
Q4 		$2.73K Hold
37
– – ﹤0.01% 1351
2024
Q3 		$2.84K Buy
37
+1
+3% +$71 ﹤0.01% 1341
2024
Q2 		$2.38K Hold
36
– – ﹤0.01% 1371
2024
Q1 		$2.14K Hold
36
– – ﹤0.01% 1418
2023
Q4 		$2.11K Buy
36
+1
+3% +$55 ﹤0.01% 1405
2023
Q3 		$1.92K Hold
35
– – ﹤0.01% 1374
2023
Q2 		$1.66K Sell
35
-3
-8% -$151 ﹤0.01% 1450
2023
Q1 		$2.04K Buy
38
+8
+27% +$419 ﹤0.01% 1356
2022
Q4 		$1.41K Buy
30
+13
+76% +$596 ﹤0.01% 1505
2022
Q3 		$1K Sell
17
-27
-61% -$1.24K ﹤0.01% 1490
2022
Q2 		$2K Buy
44
+16
+57% +$736 ﹤0.01% 1285
2022
Q1 		$1K Buy
28
+18
+180% +$879 ﹤0.01% 1586
2021
Q4 		$1K Buy
+10
New +$524 ﹤0.01% 1275
2015
Q4 		– Sell
-300
Closed -$6K – 538
2015
Q3 		$6K Buy
+300
New +$6.77K ﹤0.01% 380
2015
Q2 		– Sell
-1,000
Closed -$28K – 506
2015
Q1 		$28K Hold
1,000
– – 0.01% 237
2014
Q4 		$27K Buy
+1,000
New +$24.3K ﹤0.01% 255

Other funds holding BRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Central Securities
Central Securities New York $1.39B AUM 16.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

JFS Wealth Advisors's BRC Position: Q3 2026 in Review

JFS Wealth Advisors increased its Brady Corp (BRC) stake by 3.9% in Q3 2026, buying an estimated $182 and bringing the position to 53 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

JFS Wealth Advisors first reported a position in BRC in Q4 2014 and has held it in 23 quarters since. The position peaked at $28K in Q1 2015. 162 funds tracked by Wall St. Rank hold BRC as of Q3 2026.

  • JFS Wealth Advisors held 53 shares of Brady Corp worth $4.42K as of Q3 2026.
  • JFS Wealth Advisors bought 2 Brady Corp shares in Q3 2026, an estimated $182.
  • Brady Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1288 holding.
  • JFS Wealth Advisors first reported a position in Brady Corp in Q4 2014 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Brady Corp position peaked at $28K in Q1 2015.
  • 162 funds tracked by Wall St. Rank held Brady Corp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.