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Wills Financial Group’s Brady Corp BRC Stock Holding History

Wills Financial Group’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
2026
Q2 		$2.57M Sell
28,063
-290
-1% -$24.1K 0.94% 33
2026
Q1 		$2.08M Buy
28,353
+1,302
+5% +$113K 0.78% 34
2025
Q4 		$2.12M Buy
+27,051
New +$2.09M 0.81% 35

Other funds holding BRC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wills Financial Group's BRC Position: Q2 2026 in Review

Wills Financial Group reduced its Brady Corp (BRC) stake by 1% in Q2 2026, selling an estimated $24.1K and leaving 28,063 shares worth $2.57M. The position accounts for 0.94% of the portfolio, ranked #33.

Wills Financial Group first reported a position in BRC in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold BRC as of Q2 2026.

  • Wills Financial Group held 28,063 shares of Brady Corp worth $2.57M as of Q2 2026.
  • Wills Financial Group sold 290 Brady Corp shares in Q2 2026, an estimated $24.1K.
  • Brady Corp made up 0.94% of Wills Financial Group's portfolio in Q2 2026, its #33 holding.
  • Wills Financial Group first reported a position in Brady Corp in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Brady Corp as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.