GM Advisory Group’s Broadridge BR Stock Holding History

GM Advisory Group’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	-1,555	Closed	-$347K	–	375
2025 Q4	$347K	Buy	+1,555	New	+$355K	0.01%	261

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

GM Advisory Group's BR Position: Q1 2026 in Review

GM Advisory Group sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,555 shares — an estimated $347K sold.

GM Advisory Group first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $347K in Q4 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

GM Advisory Group reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
GM Advisory Group sold 1,555 Broadridge shares in Q1 2026, an estimated $347K.
GM Advisory Group first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
GM Advisory Group's Broadridge position peaked at $347K in Q4 2025.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.