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Rothschild Investment LLC’s BRC Inc BRCC Stock Holding History

Rothschild Investment LLC’s Portfolio BRCC Stock Details BRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47K Buy
1,320
+383
+41% +$474 ﹤0.01% 2891
2026
Q1 		$727 Buy
937
+849
+965% +$715 ﹤0.01% 2996
2025
Q4 		$98 Sell
88
-22
-20% -$29 ﹤0.01% 3205
2025
Q3 		$172 Buy
+110
New +$176 ﹤0.01% 3019
2025
Q2 		– Sell
-155
Closed -$324 – 3045
2025
Q1 		$324 Buy
+155
New +$395 ﹤0.01% 2746
2024
Q4 		– Sell
-55
Closed -$188 – 2967
2024
Q3 		$188 Buy
55
+25
+83% +$115 ﹤0.01% 2718
2024
Q2 		$184 Buy
+30
New +$156 ﹤0.01% 2516

Other funds holding BRCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $548M AUM 25.77% 1-Year Est. Return

Rothschild Investment LLC's BRCC Position: Q2 2026 in Review

Rothschild Investment LLC increased its BRC Inc (BRCC) stake by 41% in Q2 2026, buying an estimated $474 and bringing the position to 1,320 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Rothschild Investment LLC first reported a position in BRCC in Q2 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • Rothschild Investment LLC held 1,320 shares of BRC Inc worth $1.47K as of Q2 2026.
  • Rothschild Investment LLC bought 383 BRC Inc shares in Q2 2026, an estimated $474.
  • BRC Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2891 holding.
  • Rothschild Investment LLC first reported a position in BRC Inc in Q2 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.