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Steward Partners Investment Advisory’s Brady Corp BRC Stock Holding History

Steward Partners Investment Advisory’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-226
Closed -$16.7K – 4032
2024
Q4 		$16.7K Hold
226
– – ﹤0.01% 2882
2024
Q3 		$17.3K Hold
226
– – ﹤0.01% 2720
2024
Q2 		$14.9K Hold
226
– – ﹤0.01% 2637
2024
Q1 		$13.4K Hold
226
– – ﹤0.01% 2697
2023
Q4 		$13.3K Buy
+226
New +$12.5K ﹤0.01% 2581

Other funds holding BRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Steward Partners Investment Advisory's BRC Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Brady Corp (BRC) in Q1 2025, closing a stake of 226 shares — an estimated $16.7K sold.

Steward Partners Investment Advisory first reported a position in BRC in Q4 2023 and held it in 5 quarters. The position peaked at $17.3K in Q3 2024. 285 funds tracked by Wall St. Rank hold BRC as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Brady Corp position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 226 Brady Corp shares in Q1 2025, an estimated $16.7K.
  • Steward Partners Investment Advisory first reported a position in Brady Corp in Q4 2023 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Brady Corp position peaked at $17.3K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Brady Corp as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.