Private Wealth Management Group’s Brady Corp BRC Stock Holding History

Private Wealth Management Group’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 Q3	$10.7K	Buy	128 +88	+220%	+$8.02K	﹤0.01%	608
2026 Q2	$3.66K	Hold	40	–	–	﹤0.01%	960
2026 Q1	$3.25K	Hold	40	–	–	﹤0.01%	919
2025 Q4	$3.14K	Hold	40	–	–	﹤0.01%	934
2025 Q3	$3.12K	Hold	40	–	–	﹤0.01%	966
2025 Q2	$2.72K	Buy	40 +24	+150%	+$1.67K	﹤0.01%	984
2025 Q1	$1.13K	Hold	16	–	–	﹤0.01%	1229
2024 Q4	$1.18K	Hold	16	–	–	﹤0.01%	1256
2024 Q3	$1.23K	Hold	16	–	–	﹤0.01%	1221
2024 Q2	$1.06K	Hold	16	–	–	﹤0.01%	1267
2024 Q1	$949	Hold	16	–	–	﹤0.01%	1280
2023 Q4	$940	Buy	+16	New	+$882	﹤0.01%	1308

Other funds holding BRC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Central Securities New York $1.39B AUM 16.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Private Wealth Management Group's BRC Position: Q3 2026 in Review

Private Wealth Management Group increased its Brady Corp (BRC) stake by 220% in Q3 2026, buying an estimated $8.02K and bringing the position to 128 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Private Wealth Management Group first reported a position in BRC in Q4 2023 and has held it in 12 quarters since. 144 funds tracked by Wall St. Rank hold BRC as of Q3 2026.

Private Wealth Management Group held 128 shares of Brady Corp worth $10.7K as of Q3 2026.
Private Wealth Management Group bought 88 Brady Corp shares in Q3 2026, an estimated $8.02K.
Brady Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #608 holding.
Private Wealth Management Group first reported a position in Brady Corp in Q4 2023 and has held it in 12 quarters since.
144 funds tracked by Wall St. Rank held Brady Corp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.