DWM
BR icon

Dynasty Wealth Management’s Broadridge BR Stock Holding History

Dynasty 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
Q1 		– Sell
-5,510
Closed -$1.23M – 337
2025
Q4 		$1.23M Buy
5,510
+49
+0.9% +$11.2K 0.01% 171
2025
Q3 		$1.3M Sell
5,461
-1,007
-16% -$251K 0.02% 149
2025
Q2 		$1.57M Sell
6,468
-146
-2% -$34.7K 0.03% 104
2025
Q1 		$1.6M Sell
6,614
-181
-3% -$42.6K 0.03% 111
2024
Q4 		$1.54M Buy
6,795
+471
+7% +$106K 0.03% 114
2024
Q3 		$1.36M Sell
6,324
-66
-1% -$13.8K 0.04% 108
2024
Q2 		$1.26M Buy
6,390
+247
+4% +$49K 0.04% 113
2024
Q1 		$1.26M Buy
+6,143
New +$1.24M 0.04% 107

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

Dynasty Wealth Management's BR Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 5,510 shares — an estimated $1.23M sold.

Dynasty Wealth Management first reported a position in BR in Q1 2024 and held it in 8 quarters. The position peaked at $1.6M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,510 Broadridge shares in Q1 2026, an estimated $1.23M.
  • Dynasty Wealth Management first reported a position in Broadridge in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Broadridge position peaked at $1.6M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.