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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
Q2 		$4.92M Sell
31,281
-1,444
-4% -$218K 1.33% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Evexia Wealth's BR Position: Q2 2026 in Review

Evexia Wealth reduced its Broadridge (BR) stake by 4.4% in Q2 2026, selling an estimated $218K and leaving 31,281 shares worth $4.92M. The position accounts for 1.33% of the portfolio, ranked #30.

Evexia Wealth first reported a position in BR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.34M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Evexia Wealth held 31,281 shares of Broadridge worth $4.92M as of Q2 2026.
  • Evexia Wealth sold 1,444 Broadridge shares in Q2 2026, an estimated $218K.
  • Broadridge made up 1.33% of Evexia Wealth's portfolio in Q2 2026, its #30 holding.
  • Evexia Wealth first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
  • Evexia Wealth's Broadridge position peaked at $5.34M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.