Balance Wealth
BR icon

Balance Wealth’s Broadridge BR Stock Holding History

Balance 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
Q3 		$306 Buy
+2
New +$327 ﹤0.01% 918

Other funds holding BR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Balance Wealth's BR Position: Q3 2026 in Review

Balance Wealth opened a new position in Broadridge (BR) in Q3 2026: 2 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings.

902 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Balance Wealth held 2 shares of Broadridge worth $306 as of Q3 2026.
  • Broadridge was a new Balance Wealth position in Q3 2026.
  • Broadridge made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #918 holding.
  • 902 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.