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Burling Wealth Partners’s Broadridge BR Stock Holding History

Burling 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
Q2 		– Sell
-1,778
Closed -$289K – 182
2026
Q1 		$289K Sell
1,778
-2,693
-60% -$512K 0.05% 155
2025
Q4 		$998K Sell
4,471
-217
-5% -$49.5K 0.16% 95
2025
Q3 		$1.12M Sell
4,688
-205
-4% -$51.1K 0.18% 92
2025
Q2 		$1.19M Sell
4,893
-1,420
-22% -$337K 0.22% 89
2025
Q1 		$1.53M Sell
6,313
-435
-6% -$102K 0.32% 73
2024
Q4 		$1.53M Buy
+6,748
New +$1.51M 0.31% 77

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Burling Wealth Partners's BR Position: Q2 2026 in Review

Burling Wealth Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,778 shares — an estimated $289K sold.

Burling Wealth Partners first reported a position in BR in Q4 2024 and held it in 6 quarters. The position peaked at $1.53M in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Burling Wealth Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 1,778 Broadridge shares in Q2 2026, an estimated $289K.
  • Burling Wealth Partners first reported a position in Broadridge in Q4 2024 and held it in 6 quarters.
  • Burling Wealth Partners's Broadridge position peaked at $1.53M in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.