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GeoWealth Management’s Broadridge BR Stock Holding History

GeoWealth Management’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 		$270K Buy
1,970
+511
+35% +$77.2K 0.01% 694
2026
Q1 		$237K Buy
1,459
+346
+31% +$65.7K 0.01% 679
2025
Q4 		$248K Buy
1,113
+190
+21% +$43.3K 0.01% 619
2025
Q3 		$220K Buy
923
+473
+105% +$118K 0.01% 670
2025
Q2 		$109K Buy
450
+198
+79% +$47.1K ﹤0.01% 794
2025
Q1 		$61.1K Sell
252
-158
-39% -$37.2K ﹤0.01% 869
2024
Q4 		$92.7K Buy
410
+113
+38% +$25.3K ﹤0.01% 994
2024
Q3 		$63.9K Sell
297
-184
-38% -$38.5K ﹤0.01% 1009
2024
Q2 		$94.8K Sell
481
-92
-16% -$18.2K ﹤0.01% 778
2024
Q1 		$117K Buy
573
+204
+55% +$41.1K ﹤0.01% 759
2023
Q4 		$76K Buy
369
+223
+153% +$41.1K 0.01% 603
2023
Q3 		$26K Buy
+146
New +$25.9K ﹤0.01% 421

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

GeoWealth Management's BR Position: Q2 2026 in Review

GeoWealth Management increased its Broadridge (BR) stake by 35% in Q2 2026, buying an estimated $77.2K and bringing the position to 1,970 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #694.

GeoWealth Management first reported a position in BR in Q3 2023 and has held it in 12 quarters since. 1,020 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • GeoWealth Management held 1,970 shares of Broadridge worth $270K as of Q2 2026.
  • GeoWealth Management bought 511 Broadridge shares in Q2 2026, an estimated $77.2K.
  • Broadridge made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #694 holding.
  • GeoWealth Management first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.