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Atlas Legacy Advisors’s Broadridge BR Stock Holding History

Atlas Legacy 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 		$574K Buy
3,534
+90
+3% +$17.1K 0.1% 119
2025
Q4 		$769K Buy
3,444
+366
+12% +$83.5K 0.13% 107
2025
Q3 		$733K Buy
3,078
+13
+0.4% +$3.24K 0.14% 102
2025
Q2 		$745K Buy
3,065
+620
+25% +$147K 0.16% 93
2025
Q1 		$593K Sell
2,445
-685
-22% -$161K 0.15% 92
2024
Q4 		$708K Buy
+3,130
New +$701K 0.17% 80

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

Atlas Legacy Advisors's BR Position: Q1 2026 in Review

Atlas Legacy Advisors increased its Broadridge (BR) stake by 2.6% in Q1 2026, buying an estimated $17.1K and bringing the position to 3,534 shares worth $574K. The position accounts for 0.1% of the portfolio, ranked #119.

Atlas Legacy Advisors first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $769K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Atlas Legacy Advisors held 3,534 shares of Broadridge worth $574K as of Q1 2026.
  • Atlas Legacy Advisors bought 90 Broadridge shares in Q1 2026, an estimated $17.1K.
  • Broadridge made up 0.1% of Atlas Legacy Advisors's portfolio in Q1 2026, its #119 holding.
  • Atlas Legacy Advisors first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Broadridge position peaked at $769K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.