Envestnet Portfolio Solutions’s Broadridge BR Stock Holding History

Envestnet Portfolio Solutions’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	$764K	Sell	4,704 -3,810	-45%	-$724K	﹤0.01%	735
2025 Q4	$1.9M	Buy	8,514 +216	+3%	+$49.3K	0.01%	560
2025 Q3	$1.98M	Sell	8,298 -556	-6%	-$138K	0.01%	528
2025 Q2	$2.15M	Sell	8,854 -1,598	-15%	-$380K	0.01%	545
2025 Q1	$2.53M	Sell	10,452 -11,362	-52%	-$2.67M	0.01%	516
2024 Q4	$4.93M	Sell	21,814 -297	-1%	-$66.5K	0.02%	398
2024 Q3	$4.75M	Sell	22,111 -3,454	-14%	-$722K	0.02%	405
2024 Q2	$5.04M	Sell	25,565 -2,579	-9%	-$512K	0.02%	369
2024 Q1	$5.77M	Buy	28,144 +8,001	+40%	+$1.61M	0.02%	342
2023 Q4	$4.14M	Sell	20,143 -2,825	-12%	-$521K	0.02%	381
2023 Q3	$4.11M	Buy	+22,968	New	+$4.07M	0.02%	360

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions's BR Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Broadridge (BR) stake by 45% in Q1 2026, selling an estimated $724K and leaving 4,704 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Envestnet Portfolio Solutions first reported a position in BR in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.77M in Q1 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Envestnet Portfolio Solutions held 4,704 shares of Broadridge worth $764K as of Q1 2026.
Envestnet Portfolio Solutions sold 3,810 Broadridge shares in Q1 2026, an estimated $724K.
Broadridge made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #735 holding.
Envestnet Portfolio Solutions first reported a position in Broadridge in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Broadridge position peaked at $5.77M in Q1 2024.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.