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Centaurus Financial’s Broadridge BR Stock Holding History

Centaurus Financial’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 		$956K Buy
5,883
+42
+0.7% +$7.98K 0.05% 357
2025
Q4 		$1.3M Buy
5,841
+370
+7% +$84.4K 0.06% 285
2025
Q3 		$1.3M Sell
5,471
-74
-1% -$18.4K 0.06% 270
2025
Q2 		$1.35M Sell
5,545
-46
-0.8% -$10.9K 0.08% 242
2025
Q1 		$1.36M Sell
5,591
-651
-10% -$153K 0.08% 225
2024
Q4 		$1.41M Sell
6,242
-808
-11% -$181K 0.09% 217
2024
Q3 		$1.52M Buy
7,050
+876
+14% +$183K 0.1% 197
2024
Q2 		$1.22M Buy
+6,174
New +$1.22M 0.08% 218
2023
Q2 		– Sell
-776
Closed -$114K – 764
2023
Q1 		$114K Buy
+776
New +$111K 0.01% 812
2022
Q1 		– Sell
-625
Closed -$114K – 901
2021
Q4 		$114K Hold
625
– – 0.01% 856
2021
Q3 		$104K Hold
625
– – 0.01% 854
2021
Q2 		$101K Buy
+625
New +$99.9K 0.01% 869
2020
Q1 		– Sell
-875
Closed -$108K – 535
2019
Q4 		$108K Buy
+875
New +$107K 0.02% 599
2019
Q3 		– Sell
-921
Closed -$118K – 464
2019
Q2 		$118K Buy
+921
New +$111K 0.02% 536
2018
Q4 		– Sell
-1
Closed -$137 – 477
2018
Q3 		$137 Sell
1
-1,341
-100% -$170K 0.02% 452
2018
Q2 		$154K Buy
1,342
+287
+27% +$32.4K 0.02% 579
2018
Q1 		$116K Buy
+1,055
New +$105K 0.03% 415

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

Centaurus Financial's BR Position: Q1 2026 in Review

Centaurus Financial increased its Broadridge (BR) stake by 0.72% in Q1 2026, buying an estimated $7.98K and bringing the position to 5,883 shares worth $956K. The position accounts for 0.05% of the portfolio, ranked #357.

Centaurus Financial first reported a position in BR in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.52M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Centaurus Financial held 5,883 shares of Broadridge worth $956K as of Q1 2026.
  • Centaurus Financial bought 42 Broadridge shares in Q1 2026, an estimated $7.98K.
  • Broadridge made up 0.05% of Centaurus Financial's portfolio in Q1 2026, its #357 holding.
  • Centaurus Financial first reported a position in Broadridge in Q1 2018 and has held it in 17 quarters since.
  • Centaurus Financial's Broadridge position peaked at $1.52M in Q3 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.