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ABLE Financial Group’s Broadridge BR Stock Holding History

ABLE Financial Group’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 		$630K Buy
3,875
+536
+16% +$102K 0.12% 118
2025
Q4 		$745K Sell
3,339
-173
-5% -$39.5K 0.15% 103
2025
Q3 		$836K Sell
3,512
-297
-8% -$74K 0.18% 86
2025
Q2 		$926K Buy
3,809
+344
+10% +$81.8K 0.22% 83
2025
Q1 		$840K Sell
3,465
-58
-2% -$13.6K 0.24% 77
2024
Q4 		$797K Sell
3,523
-29
-0.8% -$6.5K 0.24% 78
2024
Q3 		$764K Buy
3,552
+216
+6% +$45.2K 0.24% 72
2024
Q2 		$657K Buy
3,336
+1
+0% +$198 0.24% 74
2024
Q1 		$683K Sell
3,335
-795
-19% -$160K 0.27% 69
2023
Q4 		$850K Sell
4,130
-349
-8% -$64.4K 0.37% 51
2023
Q3 		$802K Buy
4,479
+1,819
+68% +$322K 0.4% 44
2023
Q2 		$441K Buy
2,660
+586
+28% +$88.7K 0.23% 78
2023
Q1 		$304K Buy
+2,074
New +$297K 0.2% 96

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ABLE Financial Group's BR Position: Q1 2026 in Review

ABLE Financial Group increased its Broadridge (BR) stake by 16% in Q1 2026, buying an estimated $102K and bringing the position to 3,875 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #118.

ABLE Financial Group first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $926K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • ABLE Financial Group held 3,875 shares of Broadridge worth $630K as of Q1 2026.
  • ABLE Financial Group bought 536 Broadridge shares in Q1 2026, an estimated $102K.
  • Broadridge made up 0.12% of ABLE Financial Group's portfolio in Q1 2026, its #118 holding.
  • ABLE Financial Group first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's Broadridge position peaked at $926K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.