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Berger Financial Group’s Broadridge BR Stock Holding History

Berger Financial Group’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 		$5.09M Buy
+31,343
New +$5.95M 0.29% 84
2022
Q1 		– Sell
-28,370
Closed -$5.19M – 272
2021
Q4 		$5.19M Buy
28,370
+788
+3% +$139K 0.69% 43
2021
Q3 		$4.6M Sell
27,582
-56
-0.2% -$9.54K 0.83% 38
2021
Q2 		$4.46M Buy
27,638
+901
+3% +$144K 0.81% 42
2021
Q1 		$4.09M Buy
+26,737
New +$3.95M 0.89% 44

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

Berger Financial Group's BR Position: Q1 2026 in Review

Berger Financial Group opened a new position in Broadridge (BR) in Q1 2026: 31,343 shares worth $5.09M. The stake represents 0.29% of the portfolio and ranks #84 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in BR as recently as Q4 2021.

Berger Financial Group first reported a position in BR in Q1 2021 and has held it in 5 quarters since. The position peaked at $5.19M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Berger Financial Group held 31,343 shares of Broadridge worth $5.09M as of Q1 2026.
  • Broadridge was a new Berger Financial Group position in Q1 2026.
  • Broadridge made up 0.29% of Berger Financial Group's portfolio in Q1 2026, its #84 holding.
  • Berger Financial Group first reported a position in Broadridge in Q1 2021 and has held it in 5 quarters since.
  • Berger Financial Group's Broadridge position peaked at $5.19M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.