Bogart Wealth LLC’s Broadridge BR Stock Holding History

Bogart Wealth LLC’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	$22.2K	Buy	137 +10	+8%	+$1.9K	﹤0.01%	696
2025 Q4	$28.3K	Buy	127 +4	+3%	+$912	﹤0.01%	595
2025 Q3	$29.3K	Hold	123	–	–	﹤0.01%	565
2025 Q2	$29.9K	Buy	123 +2	+2%	+$475	﹤0.01%	548
2025 Q1	$29.3K	Hold	121	–	–	﹤0.01%	504
2024 Q4	$27.3K	Hold	121	–	–	﹤0.01%	516
2024 Q3	$26K	Buy	121 +96	+384%	+$20.1K	﹤0.01%	512
2024 Q2	$4.92K	Hold	25	–	–	﹤0.01%	795
2024 Q1	$5.12K	Hold	25	–	–	﹤0.01%	766
2023 Q4	$5.14K	Hold	25	–	–	﹤0.01%	740
2023 Q3	$4.48K	Hold	25	–	–	﹤0.01%	736
2023 Q2	$4.14K	Hold	25	–	–	﹤0.01%	757
2023 Q1	$3.66K	Buy	+25	New	+$3.58K	﹤0.01%	792

Other funds holding BR

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Bogart Wealth LLC's BR Position: Q1 2026 in Review

Bogart Wealth LLC increased its Broadridge (BR) stake by 7.9% in Q1 2026, buying an estimated $1.9K and bringing the position to 137 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Bogart Wealth LLC first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.9K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Bogart Wealth LLC held 137 shares of Broadridge worth $22.2K as of Q1 2026.
Bogart Wealth LLC bought 10 Broadridge shares in Q1 2026, an estimated $1.9K.
Broadridge made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #696 holding.
Bogart Wealth LLC first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
Bogart Wealth LLC's Broadridge position peaked at $29.9K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.