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Wellspring Financial Advisors’s BRC Inc BRCC Stock Holding History

Wellspring Financial 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
2025
Q4 		– Sell
-19,772
Closed -$30.8K – 276
2025
Q3 		$30.8K Hold
19,772
– – ﹤0.01% 177
2025
Q2 		$25.9K Hold
19,772
– – ﹤0.01% 180
2025
Q1 		$41.3K Hold
19,772
– – ﹤0.01% 138
2024
Q4 		$62.7K Hold
19,772
– – 0.01% 145
2024
Q3 		$67.6K Hold
19,772
– – 0.01% 163
2024
Q2 		$121K Hold
19,772
– – 0.02% 148
2024
Q1 		$84.6K Hold
19,772
– – 0.01% 139
2023
Q4 		$71.8K Hold
19,772
– – 0.02% 135
2023
Q3 		$71K Hold
19,772
– – 0.02% 122
2023
Q2 		$102K Hold
19,772
– – 0.03% 115
2023
Q1 		$102K Hold
19,772
– – 0.03% 122
2022
Q4 		$121K Hold
19,772
– – 0.04% 123
2022
Q3 		$153K Sell
19,772
-22,119
-53% -$200K 0.06% 89
2022
Q2 		$342K Buy
+41,891
New +$576K 0.12% 60

Other funds holding BRCC

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellspring Financial Advisors's BRCC Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of BRC Inc (BRCC) in Q4 2025, closing a stake of 19,772 shares — an estimated $30.8K sold.

Wellspring Financial Advisors first reported a position in BRCC in Q2 2022 and held it in 14 quarters. The position peaked at $342K in Q2 2022. 131 funds tracked by Wall St. Rank hold BRCC as of Q4 2025.

  • Wellspring Financial Advisors reported no remaining BRC Inc position as of Q4 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 19,772 BRC Inc shares in Q4 2025, an estimated $30.8K.
  • Wellspring Financial Advisors first reported a position in BRC Inc in Q2 2022 and held it in 14 quarters.
  • Wellspring Financial Advisors's BRC Inc position peaked at $342K in Q2 2022.
  • 131 funds tracked by Wall St. Rank held BRC Inc as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.