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Avantax Planning Partners’s Broadridge BR Stock Holding History

Avantax Planning Partners’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 		– Sell
-1,016
Closed -$227K – 440
2025
Q4 		$227K Sell
1,016
-100
-9% -$22.8K 0.01% 396
2025
Q3 		$266K Sell
1,116
-39
-3% -$9.71K 0.01% 376
2025
Q2 		$281K Hold
1,155
– – 0.01% 362
2025
Q1 		$280K Hold
1,155
– – 0.01% 347
2024
Q4 		$261K Buy
1,155
+200
+21% +$44.8K 0.01% 361
2024
Q3 		$205K Buy
+955
New +$200K 0.01% 417
2018
Q4 		– Sell
-425
Closed -$56K – 402
2018
Q3 		$56K Buy
+425
New +$53.9K ﹤0.01% 459
2018
Q2 		– Sell
-438
Closed -$48K – 403
2018
Q1 		$48K Buy
+438
New +$43.5K ﹤0.01% 538

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's BR Position: Q1 2026 in Review

Avantax Planning Partners sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,016 shares — an estimated $227K sold.

Avantax Planning Partners first reported a position in BR in Q1 2018 and held it in 8 quarters. The position peaked at $281K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Avantax Planning Partners reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,016 Broadridge shares in Q1 2026, an estimated $227K.
  • Avantax Planning Partners first reported a position in Broadridge in Q1 2018 and held it in 8 quarters.
  • Avantax Planning Partners's Broadridge position peaked at $281K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.