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Golden State Equity Partners’s Broadridge BR Stock Holding History

Golden State Equity Partners’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 		– Sell
-138
Closed -$22.6K – 502
2026
Q1 		$22.6K Buy
+138
New +$26.2K ﹤0.01% 1063
2025
Q1 		– Sell
-1,105
Closed -$250K – 433
2024
Q4 		$250K Sell
1,105
-395
-26% -$88.5K 0.05% 364
2024
Q3 		$323K Sell
1,500
-834
-36% -$174K 0.05% 330
2024
Q2 		$460K Buy
+2,334
New +$463K 0.1% 237
2023
Q4 		$485K Buy
2,356
+551
+31% +$102K 0.12% 197
2023
Q3 		$323K Buy
1,805
+407
+29% +$72.1K 0.09% 241
2023
Q2 		$232K Buy
+1,398
New +$212K 0.07% 321

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

Golden State Equity Partners's BR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 138 shares — an estimated $22.6K sold.

Golden State Equity Partners first reported a position in BR in Q2 2023 and held it in 7 quarters. The position peaked at $485K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Golden State Equity Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 138 Broadridge shares in Q2 2026, an estimated $22.6K.
  • Golden State Equity Partners first reported a position in Broadridge in Q2 2023 and held it in 7 quarters.
  • Golden State Equity Partners's Broadridge position peaked at $485K in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.