Curio Wealth’s Broadridge BR Stock Holding History

Curio 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 Q2	–	Sell	-202	Closed	-$32.8K	–	221
2026 Q1	$32.8K	Buy	202 +2	+1%	+$380	0.01%	158
2025 Q4	$45.7K	Hold	200	–	–	0.02%	144
2025 Q3	$47.6K	Hold	200	–	–	0.02%	127
2025 Q2	$48.6K	Buy	200 +199	+19,900%	+$47.3K	0.02%	134
2025 Q1	$45.2K	Sell	1 -199	-100%	-$46.8K	0.02%	134
2024 Q4	$45.2K	Buy	+200	New	+$44.8K	0.02%	130

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Curio Wealth's BR Position: Q2 2026 in Review

Curio Wealth sold out of Broadridge (BR) in Q2 2026, closing a stake of 202 shares — an estimated $32.8K sold.

Curio Wealth first reported a position in BR in Q4 2024 and held it in 6 quarters. The position peaked at $48.6K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Curio Wealth reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 202 Broadridge shares in Q2 2026, an estimated $32.8K.
Curio Wealth first reported a position in Broadridge in Q4 2024 and held it in 6 quarters.
Curio Wealth's Broadridge position peaked at $48.6K in Q2 2025.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.