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Graney & King’s Broadridge BR Stock Holding History

Graney & King’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 		$11.4K Hold
70
– – 0.01% 234
2025
Q4 		$15.6K Hold
70
– – 0.01% 208
2025
Q3 		$16.7K Hold
70
– – 0.01% 198
2025
Q2 		$17K Hold
70
– – 0.01% 192
2025
Q1 		$17K Hold
70
– – 0.01% 186
2024
Q4 		$15.8K Buy
+70
New +$15.7K 0.01% 189

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

Graney & King's BR Position: Q1 2026 in Review

Graney & King held its Broadridge (BR) position steady in Q1 2026 at 70 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Graney & King first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Graney & King held 70 shares of Broadridge worth $11.4K as of Q1 2026.
  • Graney & King left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.01% of Graney & King's portfolio in Q1 2026, its #234 holding.
  • Graney & King first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's Broadridge position peaked at $17K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.