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PlanVest Financial’s Brilliant Earth BRLT Stock Holding History

PlanVest Financial’s Portfolio BRLT Stock Details BRLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98K Hold
4,409
– – ﹤0.01% 458
2026
Q1 		$5.86K Buy
+4,409
New +$6.64K ﹤0.01% 417

Other funds holding BRLT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

PlanVest Financial's BRLT Position: Q2 2026 in Review

PlanVest Financial held its Brilliant Earth (BRLT) position steady in Q2 2026 at 4,409 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

PlanVest Financial first reported a position in BRLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.86K in Q1 2026. 37 funds tracked by Wall St. Rank hold BRLT as of Q2 2026.

  • PlanVest Financial held 4,409 shares of Brilliant Earth worth $4.98K as of Q2 2026.
  • PlanVest Financial left its Brilliant Earth share count unchanged in Q2 2026.
  • Brilliant Earth made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #458 holding.
  • PlanVest Financial first reported a position in Brilliant Earth in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Brilliant Earth position peaked at $5.86K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Brilliant Earth as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.