RFP
BRCB

Root Financial Partners’s Black Rock Coffee Bar Inc BRCB Stock Holding History

Root Financial Partners’s Portfolio BRCB Stock Details BRCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26
Closed -$336 – 3452
2026
Q1 		$336 Buy
+26
New +$421 ﹤0.01% 2994

Other funds holding BRCB

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Root Financial Partners sold out of Black Rock Coffee Bar Inc (BRCB) in Q2 2026, closing a stake of 26 shares — an estimated $336 sold.

Root Financial Partners first reported a position in BRCB in Q1 2026 and held it in 1 quarter. The position peaked at $336 in Q1 2026. 13 funds tracked by Wall St. Rank hold BRCB as of Q2 2026.

  • Root Financial Partners reported no remaining Black Rock Coffee Bar Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Black Rock Coffee Bar Inc shares in Q2 2026, an estimated $336.
  • Root Financial Partners first reported a position in Black Rock Coffee Bar Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Black Rock Coffee Bar Inc position peaked at $336 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q2 2026.

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