Winch Advisory Services’s BRC Inc BRCC Stock Holding History

Winch Advisory Services’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 Q1	$388	Hold	500	–	–	﹤0.01%	484
2025 Q4	$555	Hold	500	–	–	﹤0.01%	471
2025 Q3	$780	Hold	500	–	–	﹤0.01%	463
2025 Q2	$655	Hold	500	–	–	﹤0.01%	457
2025 Q1	$1.04K	Hold	500	–	–	﹤0.01%	444
2024 Q4	$1.58K	Hold	500	–	–	﹤0.01%	457
2024 Q3	$1.71K	Hold	500	–	–	﹤0.01%	383
2024 Q2	$3.06K	Hold	500	–	–	﹤0.01%	351
2024 Q1	$2.14K	Hold	500	–	–	﹤0.01%	366
2023 Q4	$1.81K	Hold	500	–	–	﹤0.01%	366
2023 Q3	$2K	Hold	500	–	–	﹤0.01%	352
2023 Q2	$3K	Hold	500	–	–	﹤0.01%	327
2023 Q1	$3K	Hold	500	–	–	﹤0.01%	324
2022 Q4	$3K	Hold	500	–	–	﹤0.01%	309
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	279
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	295
2022 Q1	$10K	Buy	+500	New	+$8.83K	﹤0.01%	252

Other funds holding BRCC

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return