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Clark Wealth Partners’s Broadridge BR Stock Holding History

Clark 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
Q2 		$274 Sell
2
-6
-75% -$906 ﹤0.01% 538
2026
Q1 		$1.3K Buy
8
+2
+33% +$380 ﹤0.01% 494
2025
Q4 		$1.34K Hold
6
– – ﹤0.01% 463
2025
Q3 		$1.34K Hold
6
– – ﹤0.01% 463
2025
Q2 		$1.46K Hold
6
– – ﹤0.01% 404
2025
Q1 		$1.46K Hold
6
– – ﹤0.01% 408
2024
Q4 		$1.36K Buy
+6
New +$1.34K ﹤0.01% 415

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Clark Wealth Partners's BR Position: Q2 2026 in Review

Clark Wealth Partners reduced its Broadridge (BR) stake by 75% in Q2 2026, selling an estimated $906 and leaving 2 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Clark Wealth Partners first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46K in Q2 2025. 955 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clark Wealth Partners held 2 shares of Broadridge worth $274 as of Q2 2026.
  • Clark Wealth Partners sold 6 Broadridge shares in Q2 2026, an estimated $906.
  • Broadridge made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #538 holding.
  • Clark Wealth Partners first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Broadridge position peaked at $1.46K in Q2 2025.
  • 955 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.