Optima Capital’s Brady Corp BRC Stock Holding History

Optima Capital’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
2026 Q1	–	Sell	-16	Closed	-$1.25K	–	300
2025 Q4	$1.25K	Buy	+16	New	+$1.24K	﹤0.01%	888

Other funds holding BRC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Optima Capital's BRC Position: Q1 2026 in Review

Optima Capital sold out of Brady Corp (BRC) in Q1 2026, closing a stake of 16 shares — an estimated $1.25K sold.

Optima Capital first reported a position in BRC in Q4 2025 and held it in 1 quarter. The position peaked at $1.25K in Q4 2025. 316 funds tracked by Wall St. Rank hold BRC as of Q1 2026.

Optima Capital reported no remaining Brady Corp position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 16 Brady Corp shares in Q1 2026, an estimated $1.25K.
Optima Capital first reported a position in Brady Corp in Q4 2025 and held it in 1 quarter.
Optima Capital's Brady Corp position peaked at $1.25K in Q4 2025.
316 funds tracked by Wall St. Rank held Brady Corp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.