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Chancellor Financial Group WB’s Broadridge BR Stock Holding History

Chancellor Financial Group WB’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 		$283K Hold
1,739
– – 0.2% 100
2025
Q4 		$388K Hold
1,739
– – 0.26% 73
2025
Q3 		$414K Hold
1,739
– – 0.29% 68
2025
Q2 		$423K Hold
1,739
– – 0.33% 66
2025
Q1 		$422K Hold
1,739
– – 0.35% 60
2024
Q4 		$393K Buy
+1,739
New +$390K 0.32% 64

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

Chancellor Financial Group WB's BR Position: Q1 2026 in Review

Chancellor Financial Group WB held its Broadridge (BR) position steady in Q1 2026 at 1,739 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #100.

Chancellor Financial Group WB first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Chancellor Financial Group WB held 1,739 shares of Broadridge worth $283K as of Q1 2026.
  • Chancellor Financial Group WB left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.2% of Chancellor Financial Group WB's portfolio in Q1 2026, its #100 holding.
  • Chancellor Financial Group WB first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Broadridge position peaked at $423K in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.