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CWS Financial Advisors’s Broadridge BR Stock Holding History

CWS Financial 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 		$534K Buy
3,286
+233
+8% +$44.3K 0.14% 92
2025
Q4 		$681K Buy
3,053
+318
+12% +$72.5K 0.19% 74
2025
Q3 		$651K Buy
2,735
+377
+16% +$93.9K 0.18% 65
2025
Q2 		$573K Buy
2,358
+447
+23% +$106K 0.17% 69
2025
Q1 		$463K Hold
1,911
– – 0.15% 79
2024
Q4 		$432K Buy
1,911
+675
+55% +$151K 0.14% 85
2024
Q3 		$266K Hold
1,236
– – 0.09% 98
2024
Q2 		$243K Sell
1,236
-50
-4% -$9.92K 0.1% 96
2024
Q1 		$263K Sell
1,286
-3,626
-74% -$731K 0.11% 93
2023
Q4 		$1.01M Sell
4,912
-378
-7% -$69.7K 0.38% 38
2023
Q3 		$947K Hold
5,290
– – 0.38% 44
2023
Q2 		$876K Sell
5,290
-88
-2% -$13.3K 0.33% 48
2023
Q1 		$788K Sell
5,378
-481
-8% -$68.8K 0.31% 52
2022
Q4 		$897K Buy
5,859
+474
+9% +$67.3K 0.39% 44
2022
Q3 		$777K Hold
5,385
– – 0.37% 45
2022
Q2 		$768K Sell
5,385
-479
-8% -$69.5K 0.35% 52
2022
Q1 		$913K Hold
5,864
– – 0.34% 47
2021
Q4 		$1.07M Buy
+5,864
New +$1.03M 0.38% 40
2021
Q2 		$945K Sell
5,850
-9
-0.2% -$1.44K 0.38% 43
2021
Q1 		$897K Hold
5,859
– – 0.39% 44
2020
Q4 		$898K Hold
5,859
– – 0.52% 34
2020
Q3 		$773K Hold
5,859
– – 0.51% 36
2020
Q2 		$739K Buy
5,859
+1,478
+34% +$171K 0.53% 35
2020
Q1 		$541K Hold
4,381
– – 0.4% 49
2019
Q4 		$541K Buy
+4,381
New +$536K 0.39% 50

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

CWS Financial Advisors's BR Position: Q1 2026 in Review

CWS Financial Advisors increased its Broadridge (BR) stake by 7.6% in Q1 2026, buying an estimated $44.3K and bringing the position to 3,286 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #92.

CWS Financial Advisors first reported a position in BR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • CWS Financial Advisors held 3,286 shares of Broadridge worth $534K as of Q1 2026.
  • CWS Financial Advisors bought 233 Broadridge shares in Q1 2026, an estimated $44.3K.
  • Broadridge made up 0.14% of CWS Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • CWS Financial Advisors first reported a position in Broadridge in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Broadridge position peaked at $1.07M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.