Bernard Wealth Management’s Broadridge BR Stock Holding History

Bernard 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
2025 Q2	–	Sell	-6	Closed	-$1.46K	–	322
2025 Q1	$1.46K	Buy	+6	New	+$1.41K	﹤0.01%	328

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Bernard Wealth Management's BR Position: Q2 2025 in Review

Bernard Wealth Management sold out of Broadridge (BR) in Q2 2025, closing a stake of 6 shares — an estimated $1.46K sold.

Bernard Wealth Management first reported a position in BR in Q1 2025 and held it in 1 quarter. The position peaked at $1.46K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Bernard Wealth Management reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 6 Broadridge shares in Q2 2025, an estimated $1.46K.
Bernard Wealth Management first reported a position in Broadridge in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Broadridge position peaked at $1.46K in Q1 2025.
1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.