Financial Consulate’s Broadridge BR Stock Holding History

Financial Consulate’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	-5	Closed	-$1.12K	–	1411
2025 Q4	$1.12K	Hold	5	–	–	﹤0.01%	993
2025 Q3	$1.19K	Buy	+5	New	+$1.25K	﹤0.01%	846

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Consulate's BR Position: Q1 2026 in Review

Financial Consulate sold out of Broadridge (BR) in Q1 2026, closing a stake of 5 shares — an estimated $1.12K sold.

Financial Consulate first reported a position in BR in Q3 2025 and held it in 2 quarters. The position peaked at $1.19K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Financial Consulate reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 5 Broadridge shares in Q1 2026, an estimated $1.12K.
Financial Consulate first reported a position in Broadridge in Q3 2025 and held it in 2 quarters.
Financial Consulate's Broadridge position peaked at $1.19K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.