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Modera Wealth Management’s BRC Inc BRCC Stock Holding History

Modera Wealth Management’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 		– Sell
-10,000
Closed -$77.6K – 653
2026
Q1 		$77.6K Buy
+10,000
New +$84.2K ﹤0.01% 625

Other funds holding BRCC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Modera Wealth Management's BRCC Position: Q2 2026 in Review

Modera Wealth Management sold out of BRC Inc (BRCC) in Q2 2026, closing a stake of 10,000 shares — an estimated $77.6K sold.

Modera Wealth Management first reported a position in BRCC in Q1 2026 and held it in 1 quarter. The position peaked at $77.6K in Q1 2026. 151 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • Modera Wealth Management reported no remaining BRC Inc position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 10,000 BRC Inc shares in Q2 2026, an estimated $77.6K.
  • Modera Wealth Management first reported a position in BRC Inc in Q1 2026 and held it in 1 quarter.
  • Modera Wealth Management's BRC Inc position peaked at $77.6K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.