MFG
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Merit Financial Group’s BRC Inc BRCC Stock Holding History

Merit Financial Group’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
Q2 		$13.5K Buy
12,185
+2,140
+21% +$2.65K ﹤0.01% 2345
2026
Q1 		$7.8K Buy
+10,045
New +$8.46K ﹤0.01% 2109

Other funds holding BRCC

ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's BRCC Position: Q2 2026 in Review

Merit Financial Group increased its BRC Inc (BRCC) stake by 21% in Q2 2026, buying an estimated $2.65K and bringing the position to 12,185 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Merit Financial Group first reported a position in BRCC in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • Merit Financial Group held 12,185 shares of BRC Inc worth $13.5K as of Q2 2026.
  • Merit Financial Group bought 2,140 BRC Inc shares in Q2 2026, an estimated $2.65K.
  • BRC Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2345 holding.
  • Merit Financial Group first reported a position in BRC Inc in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.