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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's BRC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Brady Corp (BRC) stake by 7.9% in Q1 2026, buying an estimated $5.22K and bringing the position to 820 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #1033.

Pinnacle Wealth Planning Services first reported a position in BRC in Q4 2025 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold BRC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 820 shares of Brady Corp worth $66.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 60 Brady Corp shares in Q1 2026, an estimated $5.22K.
  • Brady Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1033 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brady Corp in Q4 2025 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Brady Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.