Darwin Wealth Management
BR icon

Darwin Wealth Management’s Broadridge BR Stock Holding History

Darwin Wealth Management’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
Q3 		$4.51K Buy
+28
New +$4.57K ﹤0.01% 782
2020
Q2 		– Sell
-159
Closed -$15K – 222
2020
Q1 		$15K Buy
+159
New +$18.1K ﹤0.01% 396

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Darwin Wealth Management's BR Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Broadridge (BR) in Q3 2026: 28 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in BR as recently as Q1 2020.

Darwin Wealth Management first reported a position in BR in Q1 2020 and has held it in 2 quarters since. The position peaked at $15K in Q1 2020. 664 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Darwin Wealth Management held 28 shares of Broadridge worth $4.51K as of Q3 2026.
  • Broadridge was a new Darwin Wealth Management position in Q3 2026.
  • Broadridge made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #782 holding.
  • Darwin Wealth Management first reported a position in Broadridge in Q1 2020 and has held it in 2 quarters since.
  • Darwin Wealth Management's Broadridge position peaked at $15K in Q1 2020.
  • 664 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.