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Advisors Preferred’s Broadridge BR Stock Holding History

Advisors Preferred’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
-1,204
Closed -$265K – 224
2025
Q4 		$265K Buy
1,204
+212
+21% +$48.4K 0.04% 159
2025
Q3 		$233K Buy
+992
New +$247K 0.03% 185
2025
Q1 		– Sell
-1,919
Closed -$435K – 254
2024
Q4 		$435K Sell
1,919
-646
-25% -$145K 0.07% 103
2024
Q3 		$551K Buy
+2,565
New +$536K 0.08% 117
2022
Q4 		– Sell
-3,825
Closed -$570K – 171
2022
Q3 		$570K Sell
3,825
-1,080
-22% -$175K 0.29% 30
2022
Q2 		$699K Buy
+4,905
New +$712K 0.18% 49
2022
Q1 		– Sell
-2,329
Closed -$421K – 155
2021
Q4 		$421K Sell
2,329
-177
-7% -$31.1K 0.04% 109
2021
Q3 		$416K Sell
2,506
-77
-3% -$13.1K 0.06% 101
2021
Q2 		$421K Sell
2,583
-342
-12% -$54.7K 0.04% 112
2021
Q1 		$453K Buy
2,925
+1,018
+53% +$150K 0.06% 91
2020
Q4 		$289K Sell
1,907
-1,001
-34% -$145K 0.05% 124
2020
Q3 		$384K Buy
2,908
+1,003
+53% +$134K 0.08% 62
2020
Q2 		$242K Buy
+1,905
New +$221K 0.07% 70
2020
Q1 		– Sell
-363
Closed -$45K – 141
2019
Q4 		$45K Buy
+363
New +$44.4K 0.01% 187
2018
Q4 		– Sell
-2,363
Closed -$312K – 130
2018
Q3 		$312K Sell
2,363
-4,744
-67% -$602K 0.14% 62
2018
Q2 		$818K Sell
7,107
-8,593
-55% -$970K 0.37% 34
2018
Q1 		$1.72M Buy
+15,700
New +$1.56M 0.8% 27
2014
Q1 		– Sell
-227
Closed -$8K – 350
2013
Q4 		$8K Buy
+227
New +$8.2K ﹤0.01% 332

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

Advisors Preferred's BR Position: Q1 2026 in Review

Advisors Preferred sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,204 shares — an estimated $265K sold.

Advisors Preferred first reported a position in BR in Q4 2013 and held it in 18 quarters. The position peaked at $1.72M in Q1 2018. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Advisors Preferred reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Advisors Preferred sold 1,204 Broadridge shares in Q1 2026, an estimated $265K.
  • Advisors Preferred first reported a position in Broadridge in Q4 2013 and held it in 18 quarters.
  • Advisors Preferred's Broadridge position peaked at $1.72M in Q1 2018.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.