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AmeriFlex Group’s Broadridge BR Stock Holding History

AmeriFlex Group’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 		$8.12K Hold
50
– – ﹤0.01% 757
2025
Q4 		$11.2K Buy
50
+10
+25% +$2.28K 0.01% 702
2025
Q3 		$9.53K Buy
+40
New +$9.96K ﹤0.01% 792

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

AmeriFlex Group's BR Position: Q1 2026 in Review

AmeriFlex Group held its Broadridge (BR) position steady in Q1 2026 at 50 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

AmeriFlex Group first reported a position in BR in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • AmeriFlex Group held 50 shares of Broadridge worth $8.12K as of Q1 2026.
  • AmeriFlex Group left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #757 holding.
  • AmeriFlex Group first reported a position in Broadridge in Q3 2025 and has held it in 3 quarters since.
  • AmeriFlex Group's Broadridge position peaked at $11.2K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.