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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
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 $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

GeoWealth Management's BR Position: Q1 2026 in Review

GeoWealth Management increased its Broadridge (BR) stake by 31% in Q1 2026, buying an estimated $65.7K and bringing the position to 1,459 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #679.

GeoWealth Management first reported a position in BR in Q3 2023 and has held it in 11 quarters since. The position peaked at $248K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • GeoWealth Management held 1,459 shares of Broadridge worth $237K as of Q1 2026.
  • GeoWealth Management bought 346 Broadridge shares in Q1 2026, an estimated $65.7K.
  • Broadridge made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #679 holding.
  • GeoWealth Management first reported a position in Broadridge in Q3 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Broadridge position peaked at $248K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.