FFO
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Fiduciary Family Office’s Broadridge BR Stock Holding History

Fiduciary Family Office’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 		$267K Sell
1,642
-683
-29% -$130K 0.08% 155
2025
Q4 		$519K Sell
2,325
-807
-26% -$184K 0.15% 108
2025
Q3 		$746K Buy
3,132
+301
+11% +$75K 0.21% 97
2025
Q2 		$688K Sell
2,831
-93
-3% -$22.1K 0.23% 92
2025
Q1 		$709K Buy
+2,924
New +$688K 0.24% 94
2024
Q4 		– Sell
-2,489
Closed -$535K – 102
2024
Q3 		$535K Buy
+2,489
New +$521K 0.18% 124

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

Fiduciary Family Office's BR Position: Q1 2026 in Review

Fiduciary Family Office reduced its Broadridge (BR) stake by 29% in Q1 2026, selling an estimated $130K and leaving 1,642 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #155.

Fiduciary Family Office first reported a position in BR in Q3 2024 and has held it in 6 quarters since. The position peaked at $746K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Fiduciary Family Office held 1,642 shares of Broadridge worth $267K as of Q1 2026.
  • Fiduciary Family Office sold 683 Broadridge shares in Q1 2026, an estimated $130K.
  • Broadridge made up 0.08% of Fiduciary Family Office's portfolio in Q1 2026, its #155 holding.
  • Fiduciary Family Office first reported a position in Broadridge in Q3 2024 and has held it in 6 quarters since.
  • Fiduciary Family Office's Broadridge position peaked at $746K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.