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Spire Wealth Management’s BRC Inc BRCC Stock Holding History

Spire Wealth 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
Q1 		– Sell
-52
Closed -$574 – 2272
2025
Q4 		$574 Hold
52
– – ﹤0.01% 2274
2025
Q3 		$807 Hold
52
– – ﹤0.01% 2307
2025
Q2 		$677 Buy
52
+2
+4% +$37 ﹤0.01% 2339
2025
Q1 		$1.04K Sell
50
-28
-36% -$713 ﹤0.01% 2377
2024
Q4 		$2.48K Hold
78
– – ﹤0.01% 2211
2024
Q3 		$2.68K Hold
78
– – ﹤0.01% 1943
2024
Q2 		$4.81K Sell
78
-15
-16% -$780 ﹤0.01% 1834
2024
Q1 		$3.99K Sell
93
-2
-2% -$83 ﹤0.01% 1978
2023
Q4 		$3.43K Hold
95
– – ﹤0.01% 2043
2023
Q3 		$3.42K Hold
95
– – ﹤0.01% 2024
2023
Q2 		$4.92K Sell
95
-600
-86% -$31.7K ﹤0.01% 2005
2023
Q1 		$35.7K Buy
695
+180
+35% +$11.3K ﹤0.01% 1352
2022
Q4 		$31K Sell
515
-107
-17% -$6.98K ﹤0.01% 1178
2022
Q3 		$48K Buy
622
+493
+382% +$44.6K ﹤0.01% 962
2022
Q2 		$11K Buy
+129
New +$17.7K ﹤0.01% 1870

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
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
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spire Wealth Management's BRCC Position: Q1 2026 in Review

Spire Wealth Management sold out of BRC Inc (BRCC) in Q1 2026, closing a stake of 52 shares — an estimated $574 sold.

Spire Wealth Management first reported a position in BRCC in Q2 2022 and held it in 15 quarters. The position peaked at $48K in Q3 2022. 142 funds tracked by Wall St. Rank hold BRCC as of Q1 2026.

  • Spire Wealth Management reported no remaining BRC Inc position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 52 BRC Inc shares in Q1 2026, an estimated $574.
  • Spire Wealth Management first reported a position in BRC Inc in Q2 2022 and held it in 15 quarters.
  • Spire Wealth Management's BRC Inc position peaked at $48K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held BRC Inc as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.