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Gibbs Wealth Management’s Broadridge BR Stock Holding History

Gibbs Wealth 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 		$457K Buy
2,811
+412
+17% +$78.3K 0.06% 326
2025
Q4 		$536K Sell
2,399
-266
-10% -$60.7K 0.13% 190
2025
Q3 		$635K Sell
2,665
-565
-17% -$141K 0.14% 169
2025
Q2 		$785K Buy
3,230
+548
+20% +$130K 0.15% 165
2025
Q1 		$650K Buy
2,682
+661
+33% +$156K 0.16% 152
2024
Q4 		$457K Buy
2,021
+390
+24% +$87.4K 0.12% 181
2024
Q3 		$351K Buy
1,631
+198
+14% +$41.4K 0.11% 194
2024
Q2 		$282K Buy
+1,433
New +$284K 0.11% 192

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

Gibbs Wealth Management's BR Position: Q1 2026 in Review

Gibbs Wealth Management increased its Broadridge (BR) stake by 17% in Q1 2026, buying an estimated $78.3K and bringing the position to 2,811 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #326.

Gibbs Wealth Management first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $785K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Gibbs Wealth Management held 2,811 shares of Broadridge worth $457K as of Q1 2026.
  • Gibbs Wealth Management bought 412 Broadridge shares in Q1 2026, an estimated $78.3K.
  • Broadridge made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Gibbs Wealth Management first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's Broadridge position peaked at $785K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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