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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
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 $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

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

Burling Wealth Partners reduced its Broadridge (BR) stake by 60% in Q1 2026, selling an estimated $512K and leaving 1,778 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #155.

Burling Wealth Partners first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Burling Wealth Partners held 1,778 shares of Broadridge worth $289K as of Q1 2026.
  • Burling Wealth Partners sold 2,693 Broadridge shares in Q1 2026, an estimated $512K.
  • Broadridge made up 0.05% of Burling Wealth Partners's portfolio in Q1 2026, its #155 holding.
  • Burling Wealth Partners first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Broadridge position peaked at $1.53M in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.