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Wealth Preservation Advisors’s BRC Inc BRCC Stock Holding History

Wealth Preservation Advisors’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
Q2 		– Sell
-14
Closed -$107 – 204
2026
Q1 		$107 Buy
+14
New +$118 ﹤0.01% 924

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QM
QVIDTVM Management The Woodlands, Texas $76.6M AUM 33.48% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Wealth Preservation Advisors's BRCC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of BRC Inc (BRCC) in Q2 2026, closing a stake of 14 shares — an estimated $107 sold.

Wealth Preservation Advisors first reported a position in BRCC in Q1 2026 and held it in 1 quarter. The position peaked at $107 in Q1 2026. 151 funds tracked by Wall St. Rank hold BRCC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining BRC Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 14 BRC Inc shares in Q2 2026, an estimated $107.
  • Wealth Preservation Advisors first reported a position in BRC Inc in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's BRC Inc position peaked at $107 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held BRC Inc as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.