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
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 $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return