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Avestar Capital’s Broadridge BR Stock Holding History

Avestar Capital’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
-1,002
Closed -$225K – 517
2025
Q4 		$225K Sell
1,002
-17
-2% -$3.88K 0.01% 443
2025
Q3 		$244K Sell
1,019
-127
-11% -$31.6K 0.02% 443
2025
Q2 		$280K Buy
1,146
+6
+0.5% +$1.43K 0.02% 402
2025
Q1 		$277K Sell
1,140
-150
-12% -$35.3K 0.02% 397
2024
Q4 		$293K Buy
1,290
+42
+3% +$9.41K 0.02% 390
2024
Q3 		$268K Buy
1,248
+48
+4% +$10K 0.03% 375
2024
Q2 		$236K Sell
1,200
-624
-34% -$124K 0.02% 392
2024
Q1 		$375K Sell
1,824
-261
-13% -$52.6K 0.04% 283
2023
Q4 		$431K Sell
2,085
-7
-0.3% -$1.29K 0.05% 217
2023
Q3 		$376K Sell
2,092
-223
-10% -$39.5K 0.05% 203
2023
Q2 		$385K Buy
2,315
+37
+2% +$5.6K 0.06% 189
2023
Q1 		$335K Sell
2,278
-151
-6% -$21.6K 0.06% 208
2022
Q4 		$328K Sell
2,429
-669
-22% -$95K 0.06% 197
2022
Q3 		$449K Sell
3,098
-183
-6% -$29.7K 0.11% 137
2022
Q2 		$470K Buy
3,281
+476
+17% +$69.1K 0.12% 128
2022
Q1 		$439K Buy
2,805
+263
+10% +$40.4K 0.07% 246
2021
Q4 		$466K Buy
2,542
+179
+8% +$31.5K 0.06% 270
2021
Q3 		$394K Buy
2,363
+28
+1% +$4.77K 0.05% 302
2021
Q2 		$378K Buy
+2,335
New +$373K 0.05% 292
2019
Q3 		– Sell
-166
Closed -$21K – 258
2019
Q2 		$21K Hold
166
– – 0.01% 384
2019
Q1 		$17K Hold
166
– – 0.01% 390
2018
Q4 		$15K Hold
166
– – 0.01% 369
2018
Q3 		$21K Hold
166
– – 0.01% 362
2018
Q2 		$19K Hold
166
– – 0.01% 361
2018
Q1 		$18K Hold
166
– – 0.01% 349
2017
Q4 		$15K Buy
+166
New +$14.5K 0.01% 380

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

Avestar Capital's BR Position: Q1 2026 in Review

Avestar Capital sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,002 shares — an estimated $225K sold.

Avestar Capital first reported a position in BR in Q4 2017 and held it in 26 quarters. The position peaked at $470K in Q2 2022. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Avestar Capital reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Avestar Capital sold 1,002 Broadridge shares in Q1 2026, an estimated $225K.
  • Avestar Capital first reported a position in Broadridge in Q4 2017 and held it in 26 quarters.
  • Avestar Capital's Broadridge position peaked at $470K in Q2 2022.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.