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Everpar Advisors’s Broadridge BR Stock Holding History

Everpar Advisors’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
-1,344
Closed -$300K – 286
2025
Q4 		$300K Sell
1,344
-278
-17% -$63.4K 0.11% 199
2025
Q3 		$386K Sell
1,622
-137
-8% -$34.1K 0.15% 153
2025
Q2 		$427K Buy
1,759
+11
+0.6% +$2.61K 0.19% 142
2025
Q1 		$424K Sell
1,748
-308
-15% -$72.5K 0.23% 125
2024
Q4 		$465K Buy
2,056
+1
+0% +$224 0.23% 118
2024
Q3 		$442K Sell
2,055
-179
-8% -$37.4K 0.23% 137
2024
Q2 		$440K Buy
2,234
+256
+13% +$50.8K 0.22% 142
2024
Q1 		$405K Sell
1,978
-1,293
-40% -$261K 0.25% 139
2023
Q4 		$673K Buy
+3,271
New +$603K 0.31% 117

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

Everpar Advisors's BR Position: Q1 2026 in Review

Everpar Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,344 shares — an estimated $300K sold.

Everpar Advisors first reported a position in BR in Q4 2023 and held it in 9 quarters. The position peaked at $673K in Q4 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Everpar Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Everpar Advisors sold 1,344 Broadridge shares in Q1 2026, an estimated $300K.
  • Everpar Advisors first reported a position in Broadridge in Q4 2023 and held it in 9 quarters.
  • Everpar Advisors's Broadridge position peaked at $673K in Q4 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Everpar Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.