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Aprio Wealth Management’s Broadridge BR Stock Holding History

Aprio 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 		– Sell
-1,105
Closed -$247K – 617
2025
Q4 		$247K Buy
1,105
+35
+3% +$7.98K 0.01% 480
2025
Q3 		$255K Sell
1,070
-23
-2% -$5.73K 0.03% 364
2025
Q2 		$266K Buy
1,093
+59
+6% +$14K 0.03% 325
2025
Q1 		$251K Sell
1,034
-12
-1% -$2.82K 0.03% 307
2024
Q4 		$236K Buy
+1,046
New +$234K 0.03% 267

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

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

Aprio Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,105 shares — an estimated $247K sold.

Aprio Wealth Management first reported a position in BR in Q4 2024 and held it in 5 quarters. The position peaked at $266K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Aprio Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,105 Broadridge shares in Q1 2026, an estimated $247K.
  • Aprio Wealth Management first reported a position in Broadridge in Q4 2024 and held it in 5 quarters.
  • Aprio Wealth Management's Broadridge position peaked at $266K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.