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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Argonautica Private Wealth Management's BR Position: Q1 2026 in Review

Argonautica Private Wealth Management reduced its Broadridge (BR) stake by 4% in Q1 2026, selling an estimated $79.4K and leaving 9,956 shares worth $1.62M. The position accounts for 0.49% of the portfolio, ranked #55.

Argonautica Private Wealth Management first reported a position in BR in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.32M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Argonautica Private Wealth Management held 9,956 shares of Broadridge worth $1.62M as of Q1 2026.
Argonautica Private Wealth Management sold 418 Broadridge shares in Q1 2026, an estimated $79.4K.
Broadridge made up 0.49% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #55 holding.
Argonautica Private Wealth Management first reported a position in Broadridge in Q4 2022 and has held it in 11 quarters since.
Argonautica Private Wealth Management's Broadridge position peaked at $2.32M in Q4 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.