SPIA
BRCB

Steward Partners Investment Advisory’s Black Rock Coffee Bar Inc BRCB Stock Holding History

Steward Partners Investment Advisory’s Portfolio BRCB Stock Details BRCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415 Sell
50
-50
-50% -$498 ﹤0.01% 4479
2026
Q1 		$1.29K Hold
100
– – ﹤0.01% 4147
2025
Q4 		$2.23K Hold
100
– – ﹤0.01% 3936
2025
Q3 		$2.39K Buy
+100
New +$2.61K ﹤0.01% 3874

Other funds holding BRCB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Steward Partners Investment Advisory's BRCB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Black Rock Coffee Bar Inc (BRCB) stake by 50% in Q2 2026, selling an estimated $498 and leaving 50 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #4479.

Steward Partners Investment Advisory first reported a position in BRCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.39K in Q3 2025. 93 funds tracked by Wall St. Rank hold BRCB as of Q2 2026.

  • Steward Partners Investment Advisory held 50 shares of Black Rock Coffee Bar Inc worth $415 as of Q2 2026.
  • Steward Partners Investment Advisory sold 50 Black Rock Coffee Bar Inc shares in Q2 2026, an estimated $498.
  • Black Rock Coffee Bar Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4479 holding.
  • Steward Partners Investment Advisory first reported a position in Black Rock Coffee Bar Inc in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Black Rock Coffee Bar Inc position peaked at $2.39K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.