First Foundation Advisors’s Broadridge BR Stock Holding History

First Foundation 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	$3.84M	Buy	+23,620	New	+$4.49M	0.15%	90

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 Foundation Advisors's BR Position: Q1 2026 in Review

First Foundation Advisors opened a new position in Broadridge (BR) in Q1 2026: 23,620 shares worth $3.84M. The stake represents 0.15% of the portfolio and ranks #90 among its holdings.

1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

First Foundation Advisors held 23,620 shares of Broadridge worth $3.84M as of Q1 2026.
Broadridge was a new First Foundation Advisors position in Q1 2026.
Broadridge made up 0.15% of First Foundation Advisors's portfolio in Q1 2026, its #90 holding.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.