Corient Private Wealth
BR icon

Corient Private Wealth’s Broadridge BR Stock Holding History

Corient Private Wealth’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 		$64.8M Sell
397,021
-543,732
-58% -$103M 0.09% 199
2025
Q4 		$209M Buy
940,753
+484,969
+106% +$111M 0.14% 148
2025
Q3 		$106M Buy
455,784
+25,137
+6% +$6.26M 0.17% 127
2025
Q2 		$105M Buy
430,647
+21,952
+5% +$5.22M 0.14% 143
2025
Q1 		$99.4M Sell
408,695
-28,476
-7% -$6.7M 0.16% 138
2024
Q4 		$99.2M Buy
437,171
+392,695
+883% +$88M 0.16% 137
2024
Q3 		$9.56M Sell
44,476
-1,437
-3% -$301K 0.01% 580
2024
Q2 		$9.05M Buy
45,913
+2,491
+6% +$494K 0.02% 553
2024
Q1 		$8.9M Buy
43,422
+2,156
+5% +$435K 0.02% 556
2023
Q4 		$8.49M Sell
41,266
-890
-2% -$164K 0.02% 556
2023
Q3 		$7.55M Buy
42,156
+554
+1% +$98.1K 0.02% 541
2023
Q2 		$6.89M Sell
41,602
-6,834
-14% -$1.03M 0.02% 543
2023
Q1 		$7.1M Buy
48,436
+17,028
+54% +$2.44M 0.02% 496
2022
Q4 		$4.18M Buy
+31,408
New +$4.46M 0.02% 540

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

Corient Private Wealth's BR Position: Q1 2026 in Review

Corient Private Wealth reduced its Broadridge (BR) stake by 58% in Q1 2026, selling an estimated $103M and leaving 397,021 shares worth $64.8M. The position accounts for 0.09% of the portfolio, ranked #199.

Corient Private Wealth first reported a position in BR in Q4 2022 and has held it in 14 quarters since. The position peaked at $209M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Corient Private Wealth held 397,021 shares of Broadridge worth $64.8M as of Q1 2026.
  • Corient Private Wealth sold 543,732 Broadridge shares in Q1 2026, an estimated $103M.
  • Broadridge made up 0.09% of Corient Private Wealth's portfolio in Q1 2026, its #199 holding.
  • Corient Private Wealth first reported a position in Broadridge in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Broadridge position peaked at $209M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.