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LGT Financial Advisors’s Brady Corp BRC Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-69
Closed -$5.1K – 356
2024
Q4 		$5.1K Hold
69
– – 0.01% 546
2024
Q3 		$5.29K Hold
69
– – 0.01% 519
2024
Q2 		$4.55K Hold
69
– – 0.01% 608
2024
Q1 		$4.09K Hold
69
– – ﹤0.01% 651
2023
Q4 		$4.05K Hold
69
– – 0.01% 673
2023
Q3 		$3.79K Buy
+69
New +$3.55K ﹤0.01% 681

Other funds holding BRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

LGT Financial Advisors's BRC Position: Q1 2025 in Review

LGT Financial Advisors sold out of Brady Corp (BRC) in Q1 2025, closing a stake of 69 shares — an estimated $5.1K sold.

LGT Financial Advisors first reported a position in BRC in Q3 2023 and held it in 6 quarters. The position peaked at $5.29K in Q3 2024. 285 funds tracked by Wall St. Rank hold BRC as of Q1 2025.

  • LGT Financial Advisors reported no remaining Brady Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 69 Brady Corp shares in Q1 2025, an estimated $5.1K.
  • LGT Financial Advisors first reported a position in Brady Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Brady Corp position peaked at $5.29K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Brady Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.