JWA
BRC icon

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
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 		$2.13K 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 		$1.67K 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% -$1.25K ﹤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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JFS Wealth Advisors's BRC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Brady Corp (BRC) stake by 8.5% in Q2 2026, buying an estimated $332 and bringing the position to 51 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

JFS Wealth Advisors first reported a position in BRC in Q4 2014 and has held it in 22 quarters since. The position peaked at $28K in Q1 2015. 338 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • JFS Wealth Advisors held 51 shares of Brady Corp worth $4.67K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Brady Corp shares in Q2 2026, an estimated $332.
  • Brady Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1299 holding.
  • JFS Wealth Advisors first reported a position in Brady Corp in Q4 2014 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Brady Corp position peaked at $28K in Q1 2015.
  • 338 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.