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Advisor OS’s Broadridge BR Stock Holding History

Advisor OS’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 		$235K Buy
1,443
+190
+15% +$36.1K 0.02% 496
2025
Q4 		$280K Sell
1,253
-19
-1% -$4.33K 0.02% 396
2025
Q3 		$303K Buy
1,272
+24
+2% +$5.98K 0.03% 363
2025
Q2 		$303K Buy
1,248
+27
+2% +$6.42K 0.03% 352
2025
Q1 		$296K Buy
1,221
+87
+8% +$20.5K 0.03% 329
2024
Q4 		$256K Buy
+1,134
New +$254K 0.03% 354

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

Advisor OS's BR Position: Q1 2026 in Review

Advisor OS increased its Broadridge (BR) stake by 15% in Q1 2026, buying an estimated $36.1K and bringing the position to 1,443 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #496.

Advisor OS first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Advisor OS held 1,443 shares of Broadridge worth $235K as of Q1 2026.
  • Advisor OS bought 190 Broadridge shares in Q1 2026, an estimated $36.1K.
  • Broadridge made up 0.02% of Advisor OS's portfolio in Q1 2026, its #496 holding.
  • Advisor OS first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Advisor OS's Broadridge position peaked at $303K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.