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Evexia Wealth’s Broadridge BR Stock Holding History

Evexia Wealth’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 		$5.15M Buy
32,725
+10,543
+48% +$2M 1.42% 27
2025
Q4 		$4.9M Sell
22,182
-783
-3% -$179K 1.37% 25
2025
Q3 		$5.34M Buy
22,965
+2,981
+15% +$742K 1.6% 24
2025
Q2 		$4.78M Buy
+19,984
New +$4.75M 1.5% 26

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

Evexia Wealth's BR Position: Q1 2026 in Review

Evexia Wealth increased its Broadridge (BR) stake by 48% in Q1 2026, buying an estimated $2M and bringing the position to 32,725 shares worth $5.15M. The position accounts for 1.42% of the portfolio, ranked #27.

Evexia Wealth first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.34M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Evexia Wealth held 32,725 shares of Broadridge worth $5.15M as of Q1 2026.
  • Evexia Wealth bought 10,543 Broadridge shares in Q1 2026, an estimated $2M.
  • Broadridge made up 1.42% of Evexia Wealth's portfolio in Q1 2026, its #27 holding.
  • Evexia Wealth first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • Evexia Wealth's Broadridge position peaked at $5.34M in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.