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Laurel Wealth Advisors (North Carolina)’s BRC Inc BRCC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q2 		– Sell
-10
Closed -$209 – 256
2025
Q1 		$209 Hold
10
– – ﹤0.01% 678
2024
Q4 		$317 Hold
10
– – ﹤0.01% 698
2024
Q3 		$342 Hold
10
– – ﹤0.01% 665
2024
Q2 		$613 Hold
10
– – ﹤0.01% 607
2024
Q1 		$428 Hold
10
– – ﹤0.01% 600
2023
Q4 		$363 Hold
10
– – ﹤0.01% 544
2023
Q3 		$359 Hold
10
– – ﹤0.01% 555
2023
Q2 		$516 Hold
10
– – ﹤0.01% 546
2023
Q1 		$514 Hold
10
– – ﹤0.01% 548
2022
Q4 		$611 Hold
10
– – ﹤0.01% 518
2022
Q3 		$1K Hold
10
– – ﹤0.01% 505
2022
Q2 		$1K Buy
+10
New +$1.38K ﹤0.01% 575

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $46.4M AUM 13.94% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BRCC Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of BRC Inc (BRCC) in Q2 2025, closing a stake of 10 shares — an estimated $209 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BRCC in Q2 2022 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 121 funds tracked by Wall St. Rank hold BRCC as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining BRC Inc position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 10 BRC Inc shares in Q2 2025, an estimated $209.
  • Laurel Wealth Advisors (North Carolina) first reported a position in BRC Inc in Q2 2022 and held it in 12 quarters.
  • Laurel Wealth Advisors (North Carolina)'s BRC Inc position peaked at $1K in Q3 2022.
  • 121 funds tracked by Wall St. Rank held BRC Inc as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.