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Advisornet Financial’s Broadridge BR Stock Holding History

Advisornet Financial’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 		$68.2K Sell
420
-16
-4% -$3.04K ﹤0.01% 946
2025
Q4 		$97.3K Buy
436
+13
+3% +$2.96K 0.01% 829
2025
Q3 		$101K Hold
423
– – 0.01% 788
2025
Q2 		$103K Sell
423
-1
-0.2% -$238 0.01% 759
2025
Q1 		$103K Buy
424
+20
+5% +$4.71K 0.01% 721
2024
Q4 		$91.3K Sell
404
-19
-4% -$4.26K 0.01% 713
2024
Q3 		$91K Buy
423
+400
+1,739% +$83.7K 0.01% 730
2024
Q2 		$4.53K Buy
23
+3
+15% +$595 ﹤0.01% 1483
2024
Q1 		$4.1K Sell
20
-25
-56% -$5.04K ﹤0.01% 1479
2023
Q4 		$9.26K Buy
45
+22
+96% +$4.06K ﹤0.01% 1328
2023
Q3 		$4.12K Sell
23
-76
-77% -$13.5K ﹤0.01% 1464
2023
Q2 		$16.4K Buy
99
+8
+9% +$1.21K ﹤0.01% 1169
2023
Q1 		$13.3K Sell
91
-6
-6% -$859 ﹤0.01% 1219
2022
Q4 		$13K Sell
97
-19
-16% -$2.7K ﹤0.01% 1218
2022
Q3 		$17K Buy
116
+71
+158% +$11.5K ﹤0.01% 1158
2022
Q2 		$6K Buy
45
+35
+350% +$5.08K ﹤0.01% 1455
2022
Q1 		$2K Sell
10
-12
-55% -$1.84K ﹤0.01% 1765
2021
Q4 		$4K Buy
22
+17
+340% +$2.99K ﹤0.01% 1684
2021
Q3 		$1K Sell
5
-23
-82% -$3.92K ﹤0.01% 1802
2021
Q2 		$5K Hold
28
– – ﹤0.01% 1560
2021
Q1 		$4K Sell
28
-125
-82% -$18.5K ﹤0.01% 1535
2020
Q4 		$23K Buy
+153
New +$22.2K ﹤0.01% 1091
2020
Q3 		– Sell
-400
Closed -$50K – 1735
2020
Q2 		$50K Hold
400
– – ﹤0.01% 853
2020
Q1 		$38K Sell
400
-8
-2% -$913 ﹤0.01% 883
2019
Q4 		$50K Buy
+408
New +$49.9K ﹤0.01% 896

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

Advisornet Financial's BR Position: Q1 2026 in Review

Advisornet Financial reduced its Broadridge (BR) stake by 3.7% in Q1 2026, selling an estimated $3.04K and leaving 420 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Advisornet Financial first reported a position in BR in Q4 2019 and has held it in 25 quarters since. The position peaked at $103K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Advisornet Financial held 420 shares of Broadridge worth $68.2K as of Q1 2026.
  • Advisornet Financial sold 16 Broadridge shares in Q1 2026, an estimated $3.04K.
  • Broadridge made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #946 holding.
  • Advisornet Financial first reported a position in Broadridge in Q4 2019 and has held it in 25 quarters since.
  • Advisornet Financial's Broadridge position peaked at $103K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.