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Evolve Private Wealth’s Broadridge BR Stock Holding History

Evolve Private 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 		$221K Sell
1,600
-1,434
-47% -$217K 0.01% 895
2026
Q1 		$493K Buy
3,034
+727
+32% +$138K 0.03% 585
2025
Q4 		$517K Buy
+2,307
New +$526K 0.03% 522

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

Evolve Private Wealth's BR Position: Q2 2026 in Review

Evolve Private Wealth reduced its Broadridge (BR) stake by 47% in Q2 2026, selling an estimated $217K and leaving 1,600 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #895.

Evolve Private Wealth first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $517K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Evolve Private Wealth held 1,600 shares of Broadridge worth $221K as of Q2 2026.
  • Evolve Private Wealth sold 1,434 Broadridge shares in Q2 2026, an estimated $217K.
  • Broadridge made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #895 holding.
  • Evolve Private Wealth first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Broadridge position peaked at $517K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.