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Diversify Advisory Services’s Broadridge BR Stock Holding History

Diversify Advisory Services’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
-1,657
Closed -$362K – 287
2025
Q4 		$362K Sell
1,657
-659
-28% -$150K 0.01% 710
2025
Q3 		$512K Sell
2,316
-1,447
-38% -$360K 0.02% 558
2025
Q2 		$988K Buy
+3,763
New +$894K 0.04% 333

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

Diversify Advisory Services's BR Position: Q1 2026 in Review

Diversify Advisory Services sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,657 shares — an estimated $362K sold.

Diversify Advisory Services first reported a position in BR in Q2 2025 and held it in 3 quarters. The position peaked at $988K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Diversify Advisory Services reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,657 Broadridge shares in Q1 2026, an estimated $362K.
  • Diversify Advisory Services first reported a position in Broadridge in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Broadridge position peaked at $988K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.