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Frazier Financial Advisors’s Broadridge BR Stock Holding History

Frazier Financial 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 		$6.17K Hold
38
– – ﹤0.01% 488
2025
Q4 		$8.48K Hold
38
– – 0.01% 382
2025
Q3 		$9.05K Hold
38
– – 0.01% 363
2025
Q2 		$9.24K Hold
38
– – 0.01% 360
2025
Q1 		$9.21K Hold
38
– – 0.01% 350
2024
Q4 		$8.57K Hold
38
– – 0.01% 371
2024
Q3 		$8.17K Hold
38
– – 0.01% 415
2024
Q2 		$7.49K Hold
38
– – 0.01% 498
2024
Q1 		$7.79K Hold
38
– – 0.01% 477
2023
Q4 		$7.82K Buy
+38
New +$7.01K 0.01% 402

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

Frazier Financial Advisors's BR Position: Q1 2026 in Review

Frazier Financial Advisors held its Broadridge (BR) position steady in Q1 2026 at 38 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Frazier Financial Advisors first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.24K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Frazier Financial Advisors held 38 shares of Broadridge worth $6.17K as of Q1 2026.
  • Frazier Financial Advisors left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #488 holding.
  • Frazier Financial Advisors first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's Broadridge position peaked at $9.24K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.