SageView Advisory Group’s BRC Inc BRCC Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-22	Closed	-$244	–	839
2025 Q4	$244	Buy	+22	New	+$285	﹤0.01%	2504

Other funds holding BRCC

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's BRCC Position: Q1 2026 in Review

SageView Advisory Group sold out of BRC Inc (BRCC) in Q1 2026, closing a stake of 22 shares — an estimated $244 sold.

SageView Advisory Group first reported a position in BRCC in Q4 2025 and held it in 1 quarter. The position peaked at $244 in Q4 2025. 142 funds tracked by Wall St. Rank hold BRCC as of Q1 2026.

SageView Advisory Group reported no remaining BRC Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 22 BRC Inc shares in Q1 2026, an estimated $244.
SageView Advisory Group first reported a position in BRC Inc in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's BRC Inc position peaked at $244 in Q4 2025.
142 funds tracked by Wall St. Rank held BRC Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.