SIM
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Sims Investment Management’s BRC Inc BRCC Stock Holding History

Sims Investment Management’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
Q3 		– Sell
-11
Closed -$122 – 55
2026
Q2 		$122 Buy
+11
New +$136 ﹤0.01% 179

Other funds holding BRCC

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Sims Investment Management's BRCC Position: Q3 2026 in Review

Sims Investment Management sold out of BRC Inc (BRCC) in Q3 2026, closing a stake of 11 shares — an estimated $122 sold.

Sims Investment Management first reported a position in BRCC in Q2 2026 and held it in 1 quarter. The position peaked at $122 in Q2 2026. 8 funds tracked by Wall St. Rank hold BRCC as of Q3 2026.

  • Sims Investment Management reported no remaining BRC Inc position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 11 BRC Inc shares in Q3 2026, an estimated $122.
  • Sims Investment Management first reported a position in BRC Inc in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's BRC Inc position peaked at $122 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BRC Inc as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.