Abound Wealth Management’s Broadridge BR Stock Holding History

Abound 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
2026 Q2	$685	Sell	5 -13	-72%	-$1.96K	﹤0.01%	894
2026 Q1	$2.92K	Hold	18	–	–	﹤0.01%	837
2025 Q4	$4.02K	Hold	18	–	–	﹤0.01%	725
2025 Q3	$4.29K	Hold	18	–	–	﹤0.01%	678
2025 Q2	$4.38K	Hold	18	–	–	﹤0.01%	604
2025 Q1	$4.37K	Hold	18	–	–	﹤0.01%	569
2024 Q4	$4.07K	Hold	18	–	–	﹤0.01%	569
2024 Q3	$3.87K	Hold	18	–	–	﹤0.01%	595
2024 Q2	$3.55K	Sell	18 -2	-10%	-$397	﹤0.01%	558
2024 Q1	$4.1K	Hold	20	–	–	﹤0.01%	567
2023 Q4	$4.12K	Hold	20	–	–	﹤0.01%	553
2023 Q3	$3.58K	Hold	20	–	–	﹤0.01%	535
2023 Q2	$3.31K	Buy	20 +2	+11%	+$303	﹤0.01%	572
2023 Q1	$2.64K	Hold	18	–	–	﹤0.01%	548
2022 Q4	$2.42K	Buy	18 +9	+100%	+$1.28K	﹤0.01%	509
2022 Q3	$1.3K	Buy	+9	New	+$1.46K	﹤0.01%	563

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Abound Wealth Management's BR Position: Q2 2026 in Review

Abound Wealth Management reduced its Broadridge (BR) stake by 72% in Q2 2026, selling an estimated $1.96K and leaving 5 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Abound Wealth Management first reported a position in BR in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.38K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Abound Wealth Management held 5 shares of Broadridge worth $685 as of Q2 2026.
Abound Wealth Management sold 13 Broadridge shares in Q2 2026, an estimated $1.96K.
Broadridge made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #894 holding.
Abound Wealth Management first reported a position in Broadridge in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Broadridge position peaked at $4.38K in Q2 2025.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.