Focus Partners Wealth
BR icon

Focus Partners Wealth’s Broadridge BR Stock Holding History

Focus Partners 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
Q2 		$12.6M Sell
91,569
-46,452
-34% -$7.02M 0.01% 643
2026
Q1 		$22.5M Sell
138,021
-87,942
-39% -$16.7M 0.03% 468
2025
Q4 		$50.6M Buy
225,963
+75,109
+50% +$17.1M 0.06% 285
2025
Q3 		$36M Sell
150,854
-3,152
-2% -$785K 0.06% 276
2025
Q2 		$37.5M Buy
154,006
+979
+0.6% +$233K 0.08% 232
2025
Q1 		$37.2M Sell
153,027
-3,776
-2% -$889K 0.09% 216
2024
Q4 		$35.5M Buy
156,803
+83,330
+113% +$18.7M 0.09% 212
2024
Q3 		$15.7M Sell
73,473
-87,387
-54% -$18.3M 0.05% 320
2024
Q2 		$31.7M Buy
160,860
+97,293
+153% +$19.3M 0.11% 186
2024
Q1 		$13M Buy
63,567
+5,264
+9% +$1.06M 0.11% 187
2023
Q4 		$12M Buy
+58,303
New +$10.8M 0.16% 138

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Focus Partners Wealth's BR Position: Q2 2026 in Review

Focus Partners Wealth reduced its Broadridge (BR) stake by 34% in Q2 2026, selling an estimated $7.02M and leaving 91,569 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #643.

Focus Partners Wealth first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.6M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Focus Partners Wealth held 91,569 shares of Broadridge worth $12.6M as of Q2 2026.
  • Focus Partners Wealth sold 46,452 Broadridge shares in Q2 2026, an estimated $7.02M.
  • Broadridge made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #643 holding.
  • Focus Partners Wealth first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Broadridge position peaked at $50.6M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.