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Clearstead Advisors’s Broadridge BR Stock Holding History

Clearstead Advisors’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 		$22.4K Sell
138
-343
-71% -$65.2K ﹤0.01% 1432
2025
Q4 		$107K Buy
481
+56
+13% +$12.8K ﹤0.01% 1108
2025
Q3 		$101K Sell
425
-240
-36% -$59.8K ﹤0.01% 1052
2025
Q2 		$162K Buy
665
+318
+92% +$75.6K ﹤0.01% 934
2025
Q1 		$84.1K Sell
347
-288
-45% -$67.8K ﹤0.01% 1028
2024
Q4 		$144K Sell
635
-101
-14% -$22.6K ﹤0.01% 932
2024
Q3 		$158K Buy
736
+272
+59% +$56.9K ﹤0.01% 919
2024
Q2 		$91.4K Buy
464
+340
+274% +$67.4K ﹤0.01% 1018
2024
Q1 		$24.5K Sell
124
-8
-6% -$1.61K ﹤0.01% 908
2023
Q4 		$27.2K Sell
132
-222
-63% -$41K ﹤0.01% 883
2023
Q3 		$63.4K Buy
354
+297
+521% +$52.6K ﹤0.01% 843
2023
Q2 		$9.44K Buy
+57
New +$8.63K ﹤0.01% 996
2022
Q4 		– Sell
-30
Closed -$4K – 1321
2022
Q3 		$4K Hold
30
– – ﹤0.01% 987
2022
Q2 		$4K Buy
30
+9
+43% +$1.31K ﹤0.01% 1022
2022
Q1 		$3K Hold
21
– – ﹤0.01% 1137
2021
Q4 		$4K Sell
21
-14
-40% -$2.46K ﹤0.01% 1016
2021
Q3 		$6K Buy
35
+5
+17% +$852 ﹤0.01% 997
2021
Q2 		$5K Buy
+30
New +$4.79K ﹤0.01% 876

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

Clearstead Advisors's BR Position: Q1 2026 in Review

Clearstead Advisors reduced its Broadridge (BR) stake by 71% in Q1 2026, selling an estimated $65.2K and leaving 138 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Clearstead Advisors first reported a position in BR in Q2 2021 and has held it in 18 quarters since. The position peaked at $162K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Clearstead Advisors held 138 shares of Broadridge worth $22.4K as of Q1 2026.
  • Clearstead Advisors sold 343 Broadridge shares in Q1 2026, an estimated $65.2K.
  • Broadridge made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1432 holding.
  • Clearstead Advisors first reported a position in Broadridge in Q2 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's Broadridge position peaked at $162K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.