1858 Wealth Management’s Broadridge BR Stock Holding History

1858 Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$282K	Sell	1,185 -431	-27%	-$107K	0.2%	79
2025 Q2	$393K	Sell	1,616 -25	-2%	-$5.94K	0.29%	66
2025 Q1	$398K	Sell	1,641 -154	-9%	-$36.2K	0.34%	63
2024 Q4	$406K	Sell	1,795 -8	-0.4%	-$1.79K	0.32%	71
2024 Q3	$388K	Sell	1,803 -43	-2%	-$8.99K	0.32%	73
2024 Q2	$364K	Buy	1,846 +11	+0.6%	+$2.18K	0.3%	73
2024 Q1	$378K	Hold	1,835	–	–	0.36%	72
2023 Q4	$378K	Buy	+1,835	New	+$339K	0.36%	72

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

1858 Wealth Management's BR Position: Q3 2025 in Review

1858 Wealth Management reduced its Broadridge (BR) stake by 27% in Q3 2025, selling an estimated $107K and leaving 1,185 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #79.

1858 Wealth Management first reported a position in BR in Q4 2023 and has held it in 8 quarters since. The position peaked at $406K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

1858 Wealth Management held 1,185 shares of Broadridge worth $282K as of Q3 2025.
1858 Wealth Management sold 431 Broadridge shares in Q3 2025, an estimated $107K.
Broadridge made up 0.2% of 1858 Wealth Management's portfolio in Q3 2025, its #79 holding.
1858 Wealth Management first reported a position in Broadridge in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Broadridge position peaked at $406K in Q4 2024.
1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.