AWM
BR icon

Axxcess Wealth Management’s Broadridge BR Stock Holding History

Axxcess Wealth Management’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
-32,247
Closed -$7.2M – 456
2025
Q4 		$7.2M Buy
32,247
+4,833
+18% +$1.1M 0.13% 162
2025
Q3 		$6.53M Buy
27,414
+628
+2% +$156K 0.14% 130
2025
Q2 		$6.51M Buy
26,786
+511
+2% +$121K 0.16% 119
2025
Q1 		$6.37M Buy
26,275
+281
+1% +$66.1K 0.17% 116
2024
Q4 		$5.88M Buy
25,994
+58
+0.2% +$13K 0.15% 127
2024
Q3 		$5.58M Buy
25,936
+1,275
+5% +$267K 0.14% 127
2024
Q2 		$4.86M Buy
24,661
+1,533
+7% +$304K 0.13% 137
2024
Q1 		$4.74M Buy
23,128
+903
+4% +$182K 0.13% 134
2023
Q4 		$4.57M Buy
+22,225
New +$4.1M 0.14% 134

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VCM
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VPM
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State Street
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AllianceBernstein
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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 $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return