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Greykasell Wealth Strategies’s Broadridge BR Stock Holding History

Greykasell Wealth Strategies’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
Q2 		$165K Hold
1,205
– – 0.06% 164
2026
Q1 		$196K Hold
1,205
– – 0.08% 144
2025
Q4 		$269K Hold
1,205
– – 0.11% 132
2025
Q3 		$287K Hold
1,205
– – 0.12% 118
2025
Q2 		$293K Hold
1,205
– – 0.14% 108
2025
Q1 		$292K Hold
1,205
– – 0.16% 107
2024
Q4 		$272K Buy
+1,205
New +$270K 0.15% 108

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Greykasell Wealth Strategies's BR Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Broadridge (BR) position steady in Q2 2026 at 1,205 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #164.

Greykasell Wealth Strategies first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Greykasell Wealth Strategies held 1,205 shares of Broadridge worth $165K as of Q2 2026.
  • Greykasell Wealth Strategies left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.06% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #164 holding.
  • Greykasell Wealth Strategies first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Greykasell Wealth Strategies's Broadridge position peaked at $293K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.