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Beacon Pointe Advisors’s Broadridge BR Stock Holding History

Beacon Pointe Advisors’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 		$909K Buy
5,592
+3,949
+240% +$750K ﹤0.01% 1034
2025
Q4 		$367K Buy
1,643
+446
+37% +$102K ﹤0.01% 1180
2025
Q3 		$285K Sell
1,197
-1,058
-47% -$263K ﹤0.01% 1201
2025
Q2 		$548K Buy
2,255
+1
+0% +$238 0.01% 857
2025
Q1 		$547K Sell
2,254
-34
-1% -$8K 0.01% 826
2024
Q4 		$517K Buy
2,288
+817
+56% +$183K 0.01% 820
2024
Q3 		$316K Sell
1,471
-2,939
-67% -$615K ﹤0.01% 1003
2024
Q2 		$869K Sell
4,410
-915
-17% -$182K 0.01% 687
2024
Q1 		$1.09M Sell
5,325
-925
-15% -$187K 0.01% 664
2023
Q4 		$1.29M Sell
6,250
-1,520
-20% -$280K 0.02% 591
2023
Q3 		$1.39M Buy
7,770
+3,125
+67% +$553K 0.02% 543
2023
Q2 		$769K Sell
4,645
-737
-14% -$112K 0.01% 597
2023
Q1 		$789K Buy
5,382
+720
+15% +$103K 0.01% 605
2022
Q4 		$625K Buy
+4,662
New +$662K 0.01% 622
2022
Q2 		– Sell
-1,932
Closed -$301K – 1060
2022
Q1 		$301K Buy
+1,932
New +$296K ﹤0.01% 976
2021
Q4 		– Sell
-1,381
Closed -$230K – 937
2021
Q3 		$230K Buy
+1,381
New +$235K 0.01% 806

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

Beacon Pointe Advisors's BR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Broadridge (BR) stake by 240% in Q1 2026, buying an estimated $750K and bringing the position to 5,592 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Beacon Pointe Advisors first reported a position in BR in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q3 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Beacon Pointe Advisors held 5,592 shares of Broadridge worth $909K as of Q1 2026.
  • Beacon Pointe Advisors bought 3,949 Broadridge shares in Q1 2026, an estimated $750K.
  • Broadridge made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1034 holding.
  • Beacon Pointe Advisors first reported a position in Broadridge in Q3 2021 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's Broadridge position peaked at $1.39M in Q3 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.