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Belpointe Asset Management’s Broadridge BR Stock Holding History

Belpointe Asset 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
-2,340
Closed -$522K – 1084
2025
Q4 		$522K Buy
2,340
+836
+56% +$191K 0.02% 640
2025
Q3 		$358K Sell
1,504
-313
-17% -$78K 0.01% 737
2025
Q2 		$442K Buy
1,817
+101
+6% +$24K 0.02% 617
2025
Q1 		$416K Buy
1,716
+30
+2% +$7.06K 0.02% 616
2024
Q4 		$359K Sell
1,686
-14
-0.8% -$3.14K 0.02% 595
2024
Q3 		$366K Buy
1,700
+444
+35% +$92.9K 0.02% 595
2024
Q2 		$248K Buy
1,256
+38
+3% +$7.54K 0.02% 653
2024
Q1 		$250K Buy
+1,218
New +$246K 0.02% 668
2023
Q2 		– Sell
-800
Closed -$117K – 931
2023
Q1 		$117K Sell
800
-33
-4% -$4.72K 0.01% 1219
2022
Q4 		$112K Buy
+833
New +$118K 0.01% 1183
2018
Q4 		– Sell
-3,865
Closed -$510K – 508
2018
Q3 		$510K Buy
+3,865
New +$491K 0.08% 257

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

Belpointe Asset Management's BR Position: Q1 2026 in Review

Belpointe Asset Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,340 shares — an estimated $522K sold.

Belpointe Asset Management first reported a position in BR in Q3 2018 and held it in 11 quarters. The position peaked at $522K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Belpointe Asset Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 2,340 Broadridge shares in Q1 2026, an estimated $522K.
  • Belpointe Asset Management first reported a position in Broadridge in Q3 2018 and held it in 11 quarters.
  • Belpointe Asset Management's Broadridge position peaked at $522K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.