First Command Advisory Services’s Broadridge BR Stock Holding History

First Command Advisory Services’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	$60.6K	Sell	372 -53	-12%	-$10.1K	﹤0.01%	325
2025 Q4	$94.8K	Hold	425	–	–	﹤0.01%	250
2025 Q3	$101K	Buy	425 +35	+9%	+$8.72K	﹤0.01%	243
2025 Q2	$94.8K	Sell	390 -4	-1%	-$951	﹤0.01%	231
2025 Q1	$95.5K	Buy	394 +4	+1%	+$941	﹤0.01%	226
2024 Q4	$88.2K	Hold	390	–	–	﹤0.01%	232
2024 Q3	$83.9K	Hold	390	–	–	﹤0.01%	244
2024 Q2	$76.8K	Sell	390 -17	-4%	-$3.37K	﹤0.01%	235
2024 Q1	$83.4K	Buy	407 +217	+114%	+$43.8K	﹤0.01%	219
2023 Q4	$39.1K	Hold	190	–	–	﹤0.01%	265
2023 Q3	$34K	Buy	+190	New	+$33.6K	﹤0.01%	265
2021 Q4	–	Sell	-23	Closed	–	–	64
2021 Q3	$0	Buy	+23	New	+$3.92K	﹤0.01%	82

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

First Command Advisory Services's BR Position: Q1 2026 in Review

First Command Advisory Services reduced its Broadridge (BR) stake by 12% in Q1 2026, selling an estimated $10.1K and leaving 372 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

First Command Advisory Services first reported a position in BR in Q3 2021 and has held it in 12 quarters since. The position peaked at $101K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

First Command Advisory Services held 372 shares of Broadridge worth $60.6K as of Q1 2026.
First Command Advisory Services sold 53 Broadridge shares in Q1 2026, an estimated $10.1K.
Broadridge made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #325 holding.
First Command Advisory Services first reported a position in Broadridge in Q3 2021 and has held it in 12 quarters since.
First Command Advisory Services's Broadridge position peaked at $101K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.