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
Q2 		$376K Buy
+2,748
New +$415K 0.01% 797
2026
Q1 		– Sell
-32,247
Closed -$7.2M – 454
2025
Q4 		$7.2M Buy
32,247
+4,833
+18% +$1.1M 0.12% 162
2025
Q3 		$6.53M Buy
27,414
+628
+2% +$156K 0.14% 130
2025
Q2 		$6.51M Buy
26,786
+511
+2% +$121K 0.15% 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 0.14% 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 0.13% 134

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

Axxcess Wealth Management's BR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Broadridge (BR) in Q2 2026: 2,748 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.2M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Axxcess Wealth Management held 2,748 shares of Broadridge worth $376K as of Q2 2026.
  • Broadridge was a new Axxcess Wealth Management position in Q2 2026.
  • Broadridge made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #797 holding.
  • Axxcess Wealth Management first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Axxcess Wealth Management's Broadridge position peaked at $7.2M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.