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Pinnacle Wealth Planning Services’s Brady Corp BRC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$103K Buy
1,124
+304
+37% +$25.3K 0.01% 849
2026
Q1 		$66.6K Buy
820
+60
+8% +$5.22K 0.01% 1033
2025
Q4 		$59.6K Buy
+760
New +$58.8K 0.01% 1084

Other funds holding BRC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's BRC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Brady Corp (BRC) stake by 37% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,124 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #849.

Pinnacle Wealth Planning Services first reported a position in BRC in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,124 shares of Brady Corp worth $103K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 304 Brady Corp shares in Q2 2026, an estimated $25.3K.
  • Brady Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #849 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brady Corp in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.