TWD
BRCB

True Wealth Design’s Black Rock Coffee Bar Inc BRCB Stock Holding History

True Wealth Design’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 		$208 Buy
25
+22
+733% +$219 ﹤0.01% 2439
2026
Q1 		$39 Buy
+3
New +$49 ﹤0.01% 2584

Other funds holding BRCB

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's BRCB Position: Q2 2026 in Review

True Wealth Design increased its Black Rock Coffee Bar Inc (BRCB) stake by 733% in Q2 2026, buying an estimated $219 and bringing the position to 25 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

True Wealth Design first reported a position in BRCB in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold BRCB as of Q2 2026.

  • True Wealth Design held 25 shares of Black Rock Coffee Bar Inc worth $208 as of Q2 2026.
  • True Wealth Design bought 22 Black Rock Coffee Bar Inc shares in Q2 2026, an estimated $219.
  • Black Rock Coffee Bar Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2439 holding.
  • True Wealth Design first reported a position in Black Rock Coffee Bar Inc in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Black Rock Coffee Bar Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.