Flywheel Private Wealth
BR icon

Flywheel Private Wealth’s Broadridge BR Stock Holding History

Flywheel Private Wealth’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
Q3 		$226K Buy
+1,400
New +$229K 0.11% 99

Other funds holding BR

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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Flywheel Private Wealth's BR Position: Q3 2026 in Review

Flywheel Private Wealth opened a new position in Broadridge (BR) in Q3 2026: 1,400 shares worth $226K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings.

780 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Flywheel Private Wealth held 1,400 shares of Broadridge worth $226K as of Q3 2026.
  • Broadridge was a new Flywheel Private Wealth position in Q3 2026.
  • Broadridge made up 0.11% of Flywheel Private Wealth's portfolio in Q3 2026, its #99 holding.
  • 780 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.