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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
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 $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

Greykasell Wealth Strategies's BR Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Broadridge (BR) position steady in Q1 2026 at 1,205 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #144.

Greykasell Wealth Strategies first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $293K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Greykasell Wealth Strategies held 1,205 shares of Broadridge worth $196K as of Q1 2026.
  • Greykasell Wealth Strategies left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.08% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #144 holding.
  • Greykasell Wealth Strategies first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Broadridge position peaked at $293K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.