AE Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $213K | Sell |
1,555
-133
| -8% | -$20.1K | ﹤0.01% | 1683 |
|
|
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
JT
AE Wealth Management's BR Position: Q2 2026 in Review
AE Wealth Management reduced its Broadridge (BR) stake by 7.9% in Q2 2026, selling an estimated $20.1K and leaving 1,555 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.
AE Wealth Management first reported a position in BR in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.41M in Q2 2020. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- AE Wealth Management held 1,555 shares of Broadridge worth $213K as of Q2 2026.
- AE Wealth Management sold 133 Broadridge shares in Q2 2026, an estimated $20.1K.
- Broadridge made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1683 holding.
- AE Wealth Management first reported a position in Broadridge in Q3 2018 and has held it in 29 quarters since.
- AE Wealth Management's Broadridge position peaked at $3.41M in Q2 2020.
- 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.