SWM
BRBR icon

Spire Wealth Management’s BellRing Brands BRBR Stock Holding History

Spire Wealth Management’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.71K Sell
750
-10
-1% -$121 ﹤0.01% 1659
2026
Q1 		$12.2K Buy
760
+10
+1% +$202 ﹤0.01% 1565
2025
Q4 		$20K Sell
750
-3
-0.4% -$93 ﹤0.01% 1485
2025
Q3 		$27.4K Buy
753
+3
+0.4% +$136 ﹤0.01% 1421
2025
Q2 		$43.4K Sell
750
-200
-21% -$13.3K ﹤0.01% 1257
2025
Q1 		$70.7K Sell
950
-100
-10% -$7.34K ﹤0.01% 1165
2024
Q4 		$79.1K Hold
1,050
– – ﹤0.01% 1119
2024
Q3 		$63.8K Hold
1,050
– – ﹤0.01% 1060
2024
Q2 		$60K Hold
1,050
– – ﹤0.01% 1053
2024
Q1 		$62K Hold
1,050
– – ﹤0.01% 1142
2023
Q4 		$55.9K Buy
1,050
+300
+40% +$14.5K ﹤0.01% 1172
2023
Q3 		$30.9K Hold
750
– – ﹤0.01% 1352
2023
Q2 		$27.4K Hold
750
– – ﹤0.01% 1449
2023
Q1 		$25.5K Hold
750
– – ﹤0.01% 1519
2022
Q4 		$19K Hold
750
– – ﹤0.01% 1380
2022
Q3 		$15K Hold
750
– – ﹤0.01% 1429
2022
Q2 		$19K Buy
+750
New +$18.3K ﹤0.01% 1684
2022
Q1 		– Sell
-750
Closed -$21K – 2554
2021
Q4 		$21K Hold
750
– – ﹤0.01% 2092
2021
Q3 		$23K Hold
750
– – ﹤0.01% 1793
2021
Q2 		$24K Hold
750
– – ﹤0.01% 1796
2021
Q1 		$18K Buy
+750
New +$18.3K ﹤0.01% 2183

Other funds holding BRBR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Spire Wealth Management's BRBR Position: Q2 2026 in Review

Spire Wealth Management reduced its BellRing Brands (BRBR) stake by 1.3% in Q2 2026, selling an estimated $121 and leaving 750 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Spire Wealth Management first reported a position in BRBR in Q1 2021 and has held it in 21 quarters since. The position peaked at $79.1K in Q4 2024. 32 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

  • Spire Wealth Management held 750 shares of BellRing Brands worth $9.71K as of Q2 2026.
  • Spire Wealth Management sold 10 BellRing Brands shares in Q2 2026, an estimated $121.
  • BellRing Brands made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1659 holding.
  • Spire Wealth Management first reported a position in BellRing Brands in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's BellRing Brands position peaked at $79.1K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.