LPL Financial
BRCC icon

LPL Financial’s BRC Inc BRCC Stock Holding History

LPL Financial’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
2026
Q3 		$112K Buy
12,375
+1,277
+12% +$12.5K ﹤0.01% 5997
2026
Q2 		$123K Sell
11,098
-2,646
-19% -$32.7K ﹤0.01% 5883
2026
Q1 		$107K Buy
13,744
+2,720
+25% +$22.9K ﹤0.01% 5664
2025
Q4 		$122K Sell
11,024
-3,055
-22% -$39.6K ﹤0.01% 5561
2025
Q3 		$220K Sell
14,079
-491
-3% -$7.86K ﹤0.01% 5285
2025
Q2 		$191K Buy
14,570
+4,142
+40% +$76.6K ﹤0.01% 5107
2025
Q1 		$218K Buy
10,428
+987
+10% +$25.1K ﹤0.01% 4802
2024
Q4 		$299K Sell
9,441
-3,833
-29% -$120K ﹤0.01% 4525
2024
Q3 		$454K Buy
13,274
+615
+5% +$28.2K ﹤0.01% 4077
2024
Q2 		$776K Buy
12,659
+1,011
+9% +$52.6K ﹤0.01% 3491
2024
Q1 		$499K Buy
11,648
+3,817
+49% +$158K ﹤0.01% 3781
2023
Q4 		$284K Sell
7,831
-1,214
-13% -$41.8K ﹤0.01% 4135
2023
Q3 		$325K Sell
9,045
-8,474
-48% -$374K ﹤0.01% 3845
2023
Q2 		$904K Buy
17,519
+949
+6% +$50.2K ﹤0.01% 2920
2023
Q1 		$852K Buy
16,570
+8,500
+105% +$534K ﹤0.01% 2869
2022
Q4 		$493K Sell
8,070
-2,324
-22% -$152K ﹤0.01% 3255
2022
Q3 		$803K Buy
10,394
+1,970
+23% +$178K ﹤0.01% 2712
2022
Q2 		$687K Buy
+8,424
New +$1.16M ﹤0.01% 2904

Other funds holding BRCC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LPL Financial's BRCC Position: Q3 2026 in Review

LPL Financial increased its BRC Inc (BRCC) stake by 12% in Q3 2026, buying an estimated $12.5K and bringing the position to 12,375 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #5997.

LPL Financial first reported a position in BRCC in Q2 2022 and has held it in 18 quarters since. The position peaked at $904K in Q2 2023. 45 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • LPL Financial held 12,375 shares of BRC Inc worth $112K as of Q3 2026.
  • LPL Financial bought 1,277 BRC Inc shares in Q3 2026, an estimated $12.5K.
  • BRC Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5997 holding.
  • LPL Financial first reported a position in BRC Inc in Q2 2022 and has held it in 18 quarters since.
  • LPL Financial's BRC Inc position peaked at $904K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.