AWA
BR icon

Aaron Wealth Advisors’s Broadridge BR Stock Holding History

Aaron Wealth Advisors’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
2026
Q1 		– Sell
-2,164
Closed -$483K – 701
2025
Q4 		$483K Sell
2,164
-954
-31% -$218K 0.03% 448
2025
Q3 		$743K Buy
+3,118
New +$777K 0.04% 302

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's BR Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,164 shares — an estimated $483K sold.

Aaron Wealth Advisors first reported a position in BR in Q3 2025 and held it in 2 quarters. The position peaked at $743K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Aaron Wealth Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,164 Broadridge shares in Q1 2026, an estimated $483K.
  • Aaron Wealth Advisors first reported a position in Broadridge in Q3 2025 and held it in 2 quarters.
  • Aaron Wealth Advisors's Broadridge position peaked at $743K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.