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Dunhill Financial’s Broadridge BR Stock Holding History

Dunhill Financial’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 		$476 Sell
2
-8
-80% -$1.52K ﹤0.01% 1109
2025
Q4 		$2.23K Buy
10
+1
+11% +$228 ﹤0.01% 723
2025
Q3 		$2.17K Hold
9
– – ﹤0.01% 687
2025
Q2 		$2.22K Sell
9
-19
-68% -$4.52K ﹤0.01% 669
2025
Q1 		$6.69K Sell
28
-1
-3% -$235 ﹤0.01% 505
2024
Q4 		$6.66K Buy
29
+5
+21% +$1.12K ﹤0.01% 479
2024
Q3 		$5.11K Buy
24
+13
+118% +$2.72K ﹤0.01% 544
2024
Q2 		$2.21K Buy
11
+2
+22% +$397 ﹤0.01% 539
2024
Q1 		$1.83K Buy
9
+1
+13% +$202 ﹤0.01% 513
2023
Q4 		$1.55K Buy
+8
New +$1.48K ﹤0.01% 502

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

Dunhill Financial's BR Position: Q1 2026 in Review

Dunhill Financial reduced its Broadridge (BR) stake by 80% in Q1 2026, selling an estimated $1.52K and leaving 2 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Dunhill Financial first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.69K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Dunhill Financial held 2 shares of Broadridge worth $476 as of Q1 2026.
  • Dunhill Financial sold 8 Broadridge shares in Q1 2026, an estimated $1.52K.
  • Broadridge made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1109 holding.
  • Dunhill Financial first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Broadridge position peaked at $6.69K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.