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Atomi Financial Group’s Broadridge BR Stock Holding History

Atomi Financial Group’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 		$359K Sell
2,208
-3,361
-60% -$639K 0.01% 859
2025
Q4 		$1.24M Sell
5,569
-428
-7% -$97.6K 0.04% 349
2025
Q3 		$1.43M Buy
5,997
+153
+3% +$38.1K 0.05% 270
2025
Q2 		$1.42M Buy
5,844
+1,064
+22% +$253K 0.05% 248
2025
Q1 		$1.16M Buy
4,780
+676
+16% +$159K 0.05% 270
2024
Q4 		$928K Buy
4,104
+1,166
+40% +$261K 0.05% 280
2024
Q3 		$632K Buy
+2,938
New +$615K 0.04% 371

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

Atomi Financial Group's BR Position: Q1 2026 in Review

Atomi Financial Group reduced its Broadridge (BR) stake by 60% in Q1 2026, selling an estimated $639K and leaving 2,208 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #859.

Atomi Financial Group first reported a position in BR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Atomi Financial Group held 2,208 shares of Broadridge worth $359K as of Q1 2026.
  • Atomi Financial Group sold 3,361 Broadridge shares in Q1 2026, an estimated $639K.
  • Broadridge made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #859 holding.
  • Atomi Financial Group first reported a position in Broadridge in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Broadridge position peaked at $1.43M in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.