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Financial Freedom LLC’s Broadridge BR Stock Holding History

Financial Freedom LLC’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 		$6.5K Buy
+40
New +$7.6K ﹤0.01% 347

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

Financial Freedom LLC's BR Position: Q1 2026 in Review

Financial Freedom LLC opened a new position in Broadridge (BR) in Q1 2026: 40 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings.

1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Financial Freedom LLC held 40 shares of Broadridge worth $6.5K as of Q1 2026.
  • Broadridge was a new Financial Freedom LLC position in Q1 2026.
  • Broadridge made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #347 holding.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.