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BSW Wealth Partners’s Broadridge BR Stock Holding History

BSW Wealth Partners’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
-1,246
Closed -$278K – 317
2025
Q4 		$278K Sell
1,246
-285
-19% -$65K 0.03% 258
2025
Q3 		$365K Buy
1,531
+125
+9% +$31.1K 0.05% 223
2025
Q2 		$342K Sell
1,406
-280
-17% -$66.5K 0.05% 220
2025
Q1 		$409K Buy
1,686
+52
+3% +$12.2K 0.06% 189
2024
Q4 		$370K Buy
1,634
+7
+0.4% +$1.57K 0.05% 198
2024
Q3 		$350K Buy
1,627
+91
+6% +$19K 0.05% 207
2024
Q2 		$303K Buy
1,536
+57
+4% +$11.3K 0.05% 207
2024
Q1 		$303K Buy
+1,479
New +$298K 0.05% 221
2022
Q4 		– Sell
-1,597
Closed -$230K – 311
2022
Q3 		$230K Buy
+1,597
New +$259K 0.06% 236

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BSW Wealth Partners's BR Position: Q1 2026 in Review

BSW Wealth Partners sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,246 shares — an estimated $278K sold.

BSW Wealth Partners first reported a position in BR in Q3 2022 and held it in 9 quarters. The position peaked at $409K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • BSW Wealth Partners reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 1,246 Broadridge shares in Q1 2026, an estimated $278K.
  • BSW Wealth Partners first reported a position in Broadridge in Q3 2022 and held it in 9 quarters.
  • BSW Wealth Partners's Broadridge position peaked at $409K in Q1 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.