APW
BR icon

Aventura Private Wealth’s Broadridge BR Stock Holding History

Aventura Private Wealth’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
Q2 		$8.35K Hold
61
– – ﹤0.01% 624
2026
Q1 		$9.91K Buy
61
+10
+20% +$1.9K ﹤0.01% 545
2025
Q4 		$11.4K Hold
51
– – ﹤0.01% 492
2025
Q3 		$12.1K Buy
+51
New +$12.7K ﹤0.01% 468

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Aventura Private Wealth's BR Position: Q2 2026 in Review

Aventura Private Wealth held its Broadridge (BR) position steady in Q2 2026 at 61 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Aventura Private Wealth first reported a position in BR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.1K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Aventura Private Wealth held 61 shares of Broadridge worth $8.35K as of Q2 2026.
  • Aventura Private Wealth left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #624 holding.
  • Aventura Private Wealth first reported a position in Broadridge in Q3 2025 and has held it in 4 quarters since.
  • Aventura Private Wealth's Broadridge position peaked at $12.1K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.