Financial Network Wealth Advisors’s Broadridge BR Stock Holding History

Financial Network Wealth Advisors’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	$63.4K	Sell	390 -40	-9%	-$7.6K	0.06%	238
2025 Q4	$96K	Buy	430 +3	+0.7%	+$684	0.1%	173
2025 Q3	$102K	Buy	427 +33	+8%	+$8.22K	0.11%	163
2025 Q2	$95.8K	Buy	394 +9	+2%	+$2.14K	0.12%	163
2025 Q1	$93.3K	Buy	385 +124	+48%	+$29.2K	0.12%	158
2024 Q4	$59K	Sell	261 -214	-45%	-$47.9K	0.11%	164
2024 Q3	$102K	Sell	475 -19	-4%	-$3.97K	0.08%	195
2024 Q2	$97.5K	Buy	+494	New	+$98K	0.07%	221

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 Network Wealth Advisors's BR Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Broadridge (BR) stake by 9.3% in Q1 2026, selling an estimated $7.6K and leaving 390 shares worth $63.4K. The position accounts for 0.06% of the portfolio, ranked #238.

Financial Network Wealth Advisors first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $102K in Q3 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Financial Network Wealth Advisors held 390 shares of Broadridge worth $63.4K as of Q1 2026.
Financial Network Wealth Advisors sold 40 Broadridge shares in Q1 2026, an estimated $7.6K.
Broadridge made up 0.06% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #238 holding.
Financial Network Wealth Advisors first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Broadridge position peaked at $102K in Q3 2024.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.