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Golden State Wealth Management’s Broadridge BR Stock Holding History

Golden State 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 		– Sell
-11
Closed -$2.46K – 1631
2025
Q4 		$2.46K Hold
11
– – ﹤0.01% 1355
2025
Q3 		$2.62K Buy
+11
New +$2.74K ﹤0.01% 1351

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Charles Schwab
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Janus Henderson Group
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Barclays
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Golden State Wealth Management's BR Position: Q1 2026 in Review

Golden State Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 11 shares — an estimated $2.46K sold.

Golden State Wealth Management first reported a position in BR in Q3 2025 and held it in 2 quarters. The position peaked at $2.62K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Golden State Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 11 Broadridge shares in Q1 2026, an estimated $2.46K.
  • Golden State Wealth Management first reported a position in Broadridge in Q3 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Broadridge position peaked at $2.62K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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