RF
BRCB

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

Roxbury Financial’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
-1,719
Closed -$22.2K – 432
2026
Q1 		$22.2K Sell
1,719
-51
-3% -$827 0.02% 247
2025
Q4 		$39.4K Buy
+1,770
New +$41.1K 0.04% 202

Other funds holding BRCB

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return