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Cassaday & Co Wealth Management’s Broadridge BR Stock Holding History

Cassaday & Co 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 		$78K Buy
+480
New +$91.2K ﹤0.01% 515

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

Cassaday & Co Wealth Management's BR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Broadridge (BR) in Q1 2026: 480 shares worth $78K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Cassaday & Co Wealth Management held 480 shares of Broadridge worth $78K as of Q1 2026.
  • Broadridge was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Broadridge made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #515 holding.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.