Convergence Financial’s Broadridge BR Stock Holding History

Convergence 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	–	Sell	-2,001	Closed	-$447K	–	220
2025 Q4	$447K	Buy	+2,001	New	+$456K	0.07%	133

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial's BR Position: Q1 2026 in Review

Convergence Financial sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,001 shares — an estimated $447K sold.

Convergence Financial first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $447K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Convergence Financial reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Convergence Financial sold 2,001 Broadridge shares in Q1 2026, an estimated $447K.
Convergence Financial first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
Convergence Financial's Broadridge position peaked at $447K in Q4 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.