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Root Financial Partners’s Brady Corp BRC Stock Holding History

Root Financial Partners’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 		– Sell
-248
Closed -$20.1K – 798
2026
Q1 		$20.1K Buy
248
+84
+51% +$7.3K ﹤0.01% 1319
2025
Q4 		$12.9K Buy
164
+29
+21% +$2.25K ﹤0.01% 1392
2025
Q3 		$10.5K Buy
+135
New +$9.98K ﹤0.01% 1434

Other funds holding BRC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's BRC Position: Q2 2026 in Review

Root Financial Partners sold out of Brady Corp (BRC) in Q2 2026, closing a stake of 248 shares — an estimated $20.1K sold.

Root Financial Partners first reported a position in BRC in Q3 2025 and held it in 3 quarters. The position peaked at $20.1K in Q1 2026. 75 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • Root Financial Partners reported no remaining Brady Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 248 Brady Corp shares in Q2 2026, an estimated $20.1K.
  • Root Financial Partners first reported a position in Brady Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Brady Corp position peaked at $20.1K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.