Arkadios Wealth Advisors’s Broadridge BR Stock Holding History

Arkadios Wealth Advisors’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	$295K	Sell	1,815 -790	-30%	-$150K	﹤0.01%	1367
2025 Q4	$581K	Sell	2,605 -251	-9%	-$57.2K	0.01%	933
2025 Q3	$680K	Buy	2,856 +1,137	+66%	+$283K	0.02%	810
2025 Q2	$418K	Buy	1,719 +711	+71%	+$169K	0.01%	922
2025 Q1	$244K	Buy	+1,008	New	+$237K	0.01%	981
2021 Q4	–	Sell	-287	Closed	-$47K	–	730
2021 Q3	$47K	Sell	287 -53	-16%	-$9.03K	0.01%	887
2021 Q2	$55K	Buy	340 +241	+243%	+$38.5K	0.01%	890
2021 Q1	$15K	Sell	99 -4	-4%	-$591	﹤0.01%	1054
2020 Q4	$15K	Sell	103 -244	-70%	-$35.4K	﹤0.01%	836
2020 Q3	$49.8K	Sell	347 -3	-0.9%	-$401	0.03%	417
2020 Q2	$44.4K	Buy	+350	New	+$40.5K	0.02%	396

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

Arkadios Wealth Advisors's BR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Broadridge (BR) stake by 30% in Q1 2026, selling an estimated $150K and leaving 1,815 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Arkadios Wealth Advisors first reported a position in BR in Q2 2020 and has held it in 11 quarters since. The position peaked at $680K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Arkadios Wealth Advisors held 1,815 shares of Broadridge worth $295K as of Q1 2026.
Arkadios Wealth Advisors sold 790 Broadridge shares in Q1 2026, an estimated $150K.
Broadridge made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1367 holding.
Arkadios Wealth Advisors first reported a position in Broadridge in Q2 2020 and has held it in 11 quarters since.
Arkadios Wealth Advisors's Broadridge position peaked at $680K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.