Bucket List Wealth Management’s Broadridge BR Stock Holding History

Bucket List 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
2026 Q1	–	Sell	-1,134	Closed	-$253K	–	59
2025 Q4	$253K	Buy	+1,134	New	+$259K	0.15%	54

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bucket List Wealth Management's BR Position: Q1 2026 in Review

Bucket List Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,134 shares — an estimated $253K sold.

Bucket List Wealth Management first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Bucket List Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Bucket List Wealth Management sold 1,134 Broadridge shares in Q1 2026, an estimated $253K.
Bucket List Wealth Management first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
Bucket List Wealth Management's Broadridge position peaked at $253K in Q4 2025.
1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bucket List Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.