Diversify Wealth Management’s Broadridge BR Stock Holding History

Diversify 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 Q2	–	Sell	-1,417	Closed	-$228K	–	1295
2026 Q1	$228K	Buy	+1,417	New	+$269K	﹤0.01%	1052

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's BR Position: Q2 2026 in Review

Diversify Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,417 shares — an estimated $228K sold.

Diversify Wealth Management first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Diversify Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Diversify Wealth Management sold 1,417 Broadridge shares in Q2 2026, an estimated $228K.
Diversify Wealth Management first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
Diversify Wealth Management's Broadridge position peaked at $228K in Q1 2026.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.