APA
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Astoria Portfolio Advisors’s Broadridge BR Stock Holding History

Astoria Portfolio 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 		$261K Buy
1,668
+251
+18% +$47.7K 0.06% 244
2025
Q4 		$249K Buy
1,417
+280
+25% +$63.9K 0.06% 241
2025
Q3 		$269K Buy
1,137
+62
+6% +$15.4K 0.07% 214
2025
Q2 		$272K Sell
1,075
-27
-2% -$6.42K 0.08% 199
2025
Q1 		$260K Buy
1,102
+39
+4% +$9.18K 0.09% 183
2024
Q4 		$242K Sell
1,063
-19
-2% -$4.26K 0.09% 183
2024
Q3 		$239K Buy
1,082
+29
+3% +$6.07K 0.08% 175
2024
Q2 		$208K Sell
1,053
-48
-4% -$9.52K 0.07% 180
2024
Q1 		$216K Buy
1,101
+11
+1% +$2.22K 0.08% 174
2023
Q4 		$217K Buy
+1,090
New +$201K 0.09% 171

Other funds holding BR

BlackRock
BlackRock New York $5.7T 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 $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return