Financial Network Wealth Management’s Broadridge BR Stock Holding History

Financial Network Wealth 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
2025 Q1	$36K	Buy	+148	New	+$34.8K	0.01%	255

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Financial Network Wealth Management's BR Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Broadridge (BR) in Q1 2025: 148 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

Financial Network Wealth Management held 148 shares of Broadridge worth $36K as of Q1 2025.
Broadridge was a new Financial Network Wealth Management position in Q1 2025.
Broadridge made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #255 holding.
1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.