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Guardian Wealth Advisors (North Carolina)’s Broadridge BR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.41M Buy
14,797
+136
+0.9% +$25.8K 0.15% 93
2025
Q4 		$3.27M Buy
14,661
+445
+3% +$101K 0.2% 73
2025
Q3 		$3.39M Buy
14,216
+219
+2% +$54.5K 0.22% 67
2025
Q2 		$3.4M Buy
13,997
+898
+7% +$213K 0.24% 64
2025
Q1 		$3.18M Buy
13,099
+289
+2% +$68K 0.25% 59
2024
Q4 		$2.9M Buy
12,810
+1,815
+17% +$407K 0.23% 65
2024
Q3 		$2.36M Buy
10,995
+286
+3% +$59.8K 0.25% 55
2024
Q2 		$2.11M Buy
10,709
+219
+2% +$43.4K 0.25% 59
2024
Q1 		$2.15M Sell
10,490
-23
-0.2% -$4.64K 0.26% 55
2023
Q4 		$2.16M Buy
10,513
+196
+2% +$36.2K 0.33% 46
2023
Q3 		$1.86M Buy
10,317
+238
+2% +$42.2K 0.32% 47
2023
Q2 		$1.68M Buy
10,079
+631
+7% +$95.5K 0.29% 48
2023
Q1 		$1.39M Buy
9,448
+1,069
+13% +$153K 0.24% 56
2022
Q4 		$1.13M Buy
8,379
+188
+2% +$26.7K 0.22% 59
2022
Q3 		$1.19M Sell
8,191
-155
-2% -$25.2K 0.22% 54
2022
Q2 		$1.2M Buy
8,346
+5,319
+176% +$772K 0.22% 52
2022
Q1 		$473K Buy
3,027
+204
+7% +$31.3K 0.2% 90
2021
Q4 		$516K Buy
+2,823
New +$496K 0.22% 87

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

Guardian Wealth Advisors (North Carolina)'s BR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Broadridge (BR) stake by 0.93% in Q1 2026, buying an estimated $25.8K and bringing the position to 14,797 shares worth $2.41M. The position accounts for 0.15% of the portfolio, ranked #93.

Guardian Wealth Advisors (North Carolina) first reported a position in BR in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.4M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 14,797 shares of Broadridge worth $2.41M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 136 Broadridge shares in Q1 2026, an estimated $25.8K.
  • Broadridge made up 0.15% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #93 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Broadridge in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Broadridge position peaked at $3.4M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.