Frank Rimerman Advisors’s Broadridge BR Stock Holding History

Frank Rimerman 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	–	Sell	-2,366	Closed	-$528K	–	598
2025 Q4	$528K	Buy	+2,366	New	+$540K	0.03%	368

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

Frank Rimerman Advisors's BR Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,366 shares — an estimated $528K sold.

Frank Rimerman Advisors first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $528K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Frank Rimerman Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 2,366 Broadridge shares in Q1 2026, an estimated $528K.
Frank Rimerman Advisors first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
Frank Rimerman Advisors's Broadridge position peaked at $528K in Q4 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.