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Bestgate Wealth Advisors’s Broadridge BR Stock Holding History

Bestgate Wealth 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 		– Sell
-1,017
Closed -$227K – 47
2025
Q4 		$227K Sell
1,017
-147
-13% -$33.5K 0.4% 50
2025
Q3 		$277K Buy
1,164
+37
+3% +$9.21K 0.49% 46
2025
Q2 		$273K Hold
1,127
– – 0.57% 41
2025
Q1 		$273K Hold
1,127
– – 0.57% 41
2024
Q4 		$255K Buy
+1,127
New +$252K 0.51% 46

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

Bestgate Wealth Advisors's BR Position: Q1 2026 in Review

Bestgate Wealth Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,017 shares — an estimated $227K sold.

Bestgate Wealth Advisors first reported a position in BR in Q4 2024 and held it in 5 quarters. The position peaked at $277K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Bestgate Wealth Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Bestgate Wealth Advisors sold 1,017 Broadridge shares in Q1 2026, an estimated $227K.
  • Bestgate Wealth Advisors first reported a position in Broadridge in Q4 2024 and held it in 5 quarters.
  • Bestgate Wealth Advisors's Broadridge position peaked at $277K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.