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Ferguson Wellman Capital Management’s Broadridge BR Stock Holding History

Ferguson Wellman Capital Management’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
-1,007
Closed -$225K – 408
2025
Q4 		$225K Buy
+1,007
New +$230K ﹤0.01% 336

Other funds holding BR

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Ferguson Wellman Capital Management's BR Position: Q1 2026 in Review

Ferguson Wellman Capital Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,007 shares — an estimated $225K sold.

Ferguson Wellman Capital Management first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Ferguson Wellman Capital Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 1,007 Broadridge shares in Q1 2026, an estimated $225K.
  • Ferguson Wellman Capital Management first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
  • Ferguson Wellman Capital Management's Broadridge position peaked at $225K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.