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GPS Wealth Strategies Group’s Broadridge BR Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$75K Sell
336
-925
-73% -$211K 0.06% 177
2025
Q3 		$300K Hold
1,261
– – 0.03% 265
2025
Q2 		$306K Sell
1,261
-29
-2% -$6.89K 0.04% 251
2025
Q1 		$313K Hold
1,290
– – 0.04% 239
2024
Q4 		$292K Sell
1,290
-140
-10% -$31.4K 0.04% 240
2024
Q3 		$307K Sell
1,430
-19
-1% -$3.97K 0.04% 233
2024
Q2 		$285K Sell
1,449
-9
-0.6% -$1.78K 0.04% 211
2024
Q1 		$299K Buy
1,458
+69
+5% +$13.9K 0.05% 205
2023
Q4 		$286K Buy
1,389
+120
+9% +$22.1K 0.05% 207
2023
Q3 		$227K Buy
1,269
+1
+0.1% +$177 0.04% 228
2023
Q2 		$210K Sell
1,268
-282
-18% -$42.7K 0.04% 241
2023
Q1 		$227K Buy
+1,550
New +$222K 0.05% 222
2022
Q4 		– Sell
-1,636
Closed -$236K – 234
2022
Q3 		$236K Buy
1,636
+1
+0.1% +$162 0.06% 183
2022
Q2 		$233K Sell
1,635
-75
-4% -$10.9K 0.06% 189
2022
Q1 		$266K Buy
1,710
+136
+9% +$20.9K 0.06% 176
2021
Q4 		$288K Buy
1,574
+100
+7% +$17.6K 0.06% 174
2021
Q3 		$246K Buy
1,474
+185
+14% +$31.5K 0.06% 178
2021
Q2 		$208K Buy
1,289
+285
+28% +$45.6K 0.05% 201
2021
Q1 		$153K Buy
+1,004
New +$148K 0.05% 228

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

GPS Wealth Strategies Group's BR Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Broadridge (BR) stake by 73% in Q4 2025, selling an estimated $211K and leaving 336 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #177.

GPS Wealth Strategies Group first reported a position in BR in Q1 2021 and has held it in 19 quarters since. The position peaked at $313K in Q1 2025. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • GPS Wealth Strategies Group held 336 shares of Broadridge worth $75K as of Q4 2025.
  • GPS Wealth Strategies Group sold 925 Broadridge shares in Q4 2025, an estimated $211K.
  • Broadridge made up 0.06% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #177 holding.
  • GPS Wealth Strategies Group first reported a position in Broadridge in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Broadridge position peaked at $313K in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.