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Foundations Investment Advisors’s Broadridge BR Stock Holding History

Foundations Investment 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 		$280K Sell
1,726
-11
-0.6% -$2.09K ﹤0.01% 938
2025
Q4 		$388K Buy
1,737
+336
+24% +$76.6K 0.01% 802
2025
Q3 		$334K Buy
1,401
+137
+11% +$34.1K ﹤0.01% 807
2025
Q2 		$307K Sell
1,264
-106
-8% -$25.2K ﹤0.01% 733
2025
Q1 		$332K Sell
1,370
-158
-10% -$37.2K 0.01% 683
2024
Q4 		$345K Buy
1,528
+52
+4% +$11.6K 0.01% 625
2024
Q3 		$317K Buy
1,476
+200
+16% +$41.8K 0.01% 621
2024
Q2 		$251K Sell
1,276
-3
-0.2% -$595 0.01% 648
2024
Q1 		$262K Sell
1,279
-28
-2% -$5.65K 0.01% 611
2023
Q4 		$264K Buy
1,307
+42
+3% +$7.75K 0.01% 582
2023
Q3 		$226K Sell
1,265
-198
-14% -$35.1K 0.01% 579
2023
Q2 		$242K Sell
1,463
-158
-10% -$23.9K 0.01% 510
2023
Q1 		$238K Buy
+1,621
New +$232K 0.01% 439

Other funds holding BR

BlackRock
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
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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's BR Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Broadridge (BR) stake by 0.63% in Q1 2026, selling an estimated $2.09K and leaving 1,726 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Foundations Investment Advisors first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $388K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Foundations Investment Advisors held 1,726 shares of Broadridge worth $280K as of Q1 2026.
  • Foundations Investment Advisors sold 11 Broadridge shares in Q1 2026, an estimated $2.09K.
  • Broadridge made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #938 holding.
  • Foundations Investment Advisors first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Broadridge position peaked at $388K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.