BREIX
Congressional Trades
No congressional trades in BREIX on record.
Whale Activity
No 13F positions in BREIX among the institutional filers we track.
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Baron WealthBuilder Fund BARON SELECT FUNDS | 718.3K | $30.9M | 5.71% | Jun 30, 2026 |
| Concorde Wealth Management Fund Concorde Funds Inc | 8,137 | $350K | 0.82% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list BREIX's shares (CUSIP 06828M801), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming BREIX as the client.
Government Contracts
No federal contract awards found for BREIX.
U.S. Patents
No USPTO patent applications found for BREIX.
Annual Financials
No annual XBRL figures on record for BREIX. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in BREIX's price history.
Material Events (8-K)
No 8-K filings on record.
About BREIX
No company profile on record.