Greenline Wealth Management’s Broadridge BR Stock Holding History

Greenline 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	-33	Closed	-$7.32K	–	157
2025 Q4	$7.32K	Buy	+33	New	+$7.53K	0.01%	352

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenline Wealth Management's BR Position: Q1 2026 in Review

Greenline Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 33 shares — an estimated $7.32K sold.

Greenline Wealth Management first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $7.32K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Greenline Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 33 Broadridge shares in Q1 2026, an estimated $7.32K.
Greenline Wealth Management first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Broadridge position peaked at $7.32K in Q4 2025.
1,062 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.