APWM
BR icon

Argonautica Private Wealth Management’s Broadridge BR Stock Holding History

Argonautica Private 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
Q2 		– Sell
-9,956
Closed -$1.62M – 185
2026
Q1 		$1.62M Sell
9,956
-418
-4% -$79.4K 0.49% 55
2025
Q4 		$2.32M Buy
+10,374
New +$2.37M 0.68% 45
2025
Q1 		– Sell
-1,686
Closed -$381K – 184
2024
Q4 		$381K Buy
1,686
+75
+5% +$16.8K 0.12% 136
2024
Q3 		$347K Sell
1,611
-1
-0.1% -$209 0.11% 151
2024
Q2 		$318K Buy
1,612
+128
+9% +$25.4K 0.11% 149
2024
Q1 		$304K Sell
1,484
-168
-10% -$33.9K 0.11% 160
2023
Q4 		$340K Sell
1,652
-8
-0.5% -$1.48K 0.14% 140
2023
Q3 		$297K Buy
1,660
+33
+2% +$5.84K 0.13% 142
2023
Q2 		$269K Buy
1,627
+126
+8% +$19.1K 0.12% 161
2023
Q1 		$220K Sell
1,501
-172
-10% -$24.6K 0.11% 151
2022
Q4 		$224K Buy
+1,673
New +$238K 0.11% 145

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Argonautica Private Wealth Management's BR Position: Q2 2026 in Review

Argonautica Private Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 9,956 shares — an estimated $1.62M sold.

Argonautica Private Wealth Management first reported a position in BR in Q4 2022 and held it in 11 quarters. The position peaked at $2.32M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Argonautica Private Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 9,956 Broadridge shares in Q2 2026, an estimated $1.62M.
  • Argonautica Private Wealth Management first reported a position in Broadridge in Q4 2022 and held it in 11 quarters.
  • Argonautica Private Wealth Management's Broadridge position peaked at $2.32M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.