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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
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 0.17% 136
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 $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

Golden State Equity Partners's BR Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Broadridge (BR) in Q1 2026: 138 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in BR as recently as Q4 2024.

Golden State Equity Partners first reported a position in BR in Q2 2023 and has held it in 7 quarters since. The position peaked at $485K in Q4 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Golden State Equity Partners held 138 shares of Broadridge worth $22.6K as of Q1 2026.
  • Broadridge was a new Golden State Equity Partners position in Q1 2026.
  • Broadridge made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1063 holding.
  • Golden State Equity Partners first reported a position in Broadridge in Q2 2023 and has held it in 7 quarters since.
  • Golden State Equity Partners's Broadridge position peaked at $485K in Q4 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.