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CBIZ Investment Advisory Services’s Broadridge BR Stock Holding History

CBIZ Investment Advisory Services’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 		$4.74K Sell
29
-8
-22% -$1.52K ﹤0.01% 233
2025
Q4 		$8.29K Buy
37
+1
+3% +$228 ﹤0.01% 416
2025
Q3 		$8.61K Buy
36
+31
+620% +$7.72K ﹤0.01% 367
2025
Q2 		$1.22K Buy
5
+3
+150% +$713 ﹤0.01% 580
2025
Q1 		$485 Buy
+2
New +$471 ﹤0.01% 564

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

CBIZ Investment Advisory Services's BR Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Broadridge (BR) stake by 22% in Q1 2026, selling an estimated $1.52K and leaving 29 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

CBIZ Investment Advisory Services first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.61K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • CBIZ Investment Advisory Services held 29 shares of Broadridge worth $4.74K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 8 Broadridge shares in Q1 2026, an estimated $1.52K.
  • Broadridge made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #233 holding.
  • CBIZ Investment Advisory Services first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Broadridge position peaked at $8.61K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.