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AE Wealth Management’s Broadridge BR Stock Holding History

AE 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
Q1 		$274K Buy
1,688
+273
+19% +$51.9K ﹤0.01% 1431
2025
Q4 		$316K Sell
1,415
-29
-2% -$6.61K ﹤0.01% 1284
2025
Q3 		$344K Sell
1,444
-41
-3% -$10.2K ﹤0.01% 1125
2025
Q2 		$361K Buy
1,485
+246
+20% +$58.5K ﹤0.01% 1036
2025
Q1 		$301K Buy
1,239
+198
+19% +$46.6K ﹤0.01% 1082
2024
Q4 		$235K Buy
+1,041
New +$233K ﹤0.01% 1203
2024
Q1 		– Sell
-7,130
Closed -$1.48M – 1249
2023
Q4 		$1.48M Sell
7,130
-306
-4% -$56.5K 0.01% 1015
2023
Q3 		$1.33M Buy
7,436
+130
+2% +$23K 0.01% 988
2023
Q2 		$1.21M Sell
7,306
-272
-4% -$41.2K 0.01% 1017
2023
Q1 		$1.11M Buy
7,578
+269
+4% +$38.5K 0.01% 1006
2022
Q4 		$980K Buy
7,309
+537
+8% +$76.3K 0.01% 988
2022
Q3 		$977K Sell
6,772
-3,028
-31% -$491K 0.01% 948
2022
Q2 		$1.4M Sell
9,800
-31
-0.3% -$4.5K 0.01% 783
2022
Q1 		$1.53M Sell
9,831
-1,784
-15% -$274K 0.01% 777
2021
Q4 		$2.12M Sell
11,615
-46
-0.4% -$8.09K 0.01% 684
2021
Q3 		$1.94M Sell
11,661
-1,740
-13% -$296K 0.02% 659
2021
Q2 		$2.17M Sell
13,401
-4,354
-25% -$696K 0.02% 619
2021
Q1 		$2.72M Sell
17,755
-3,000
-14% -$443K 0.03% 486
2020
Q4 		$3.18M Sell
20,755
-1,144
-5% -$166K 0.04% 363
2020
Q3 		$2.89M Sell
21,899
-5,118
-19% -$684K 0.04% 336
2020
Q2 		$3.41M Buy
27,017
+11,381
+73% +$1.32M 0.05% 287
2020
Q1 		$1.48M Buy
15,636
+13,388
+596% +$1.53M 0.03% 382
2019
Q4 		$278K Buy
2,248
+347
+18% +$42.4K 0.01% 930
2019
Q3 		$236K Sell
1,901
-2,129
-53% -$274K 0.01% 871
2019
Q2 		$514K Buy
4,030
+1,546
+62% +$186K 0.02% 580
2019
Q1 		$258K Buy
2,484
+314
+14% +$31.5K 0.02% 508
2018
Q4 		$209K Sell
2,170
-1,700
-44% -$184K 0.04% 434
2018
Q3 		$511K Buy
+3,870
New +$491K 0.03% 315

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

AE Wealth Management's BR Position: Q1 2026 in Review

AE Wealth Management increased its Broadridge (BR) stake by 19% in Q1 2026, buying an estimated $51.9K and bringing the position to 1,688 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

AE Wealth Management first reported a position in BR in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.41M in Q2 2020. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • AE Wealth Management held 1,688 shares of Broadridge worth $274K as of Q1 2026.
  • AE Wealth Management bought 273 Broadridge shares in Q1 2026, an estimated $51.9K.
  • Broadridge made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1431 holding.
  • AE Wealth Management first reported a position in Broadridge in Q3 2018 and has held it in 28 quarters since.
  • AE Wealth Management's Broadridge position peaked at $3.41M in Q2 2020.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.