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Guardian Wealth Management (Illinois)’s Broadridge BR Stock Holding History

Guardian Wealth Management (Illinois)’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 		$254K Sell
1,854
-281
-13% -$42.4K 0.12% 60
2026
Q1 		$347K Sell
2,135
-963
-31% -$183K 0.19% 53
2025
Q4 		$691K Sell
3,098
-89
-3% -$20.3K 0.41% 49
2025
Q3 		$759K Sell
3,187
-17
-0.5% -$4.23K 0.45% 48
2025
Q2 		$779K Sell
3,204
-213
-6% -$50.6K 0.52% 46
2025
Q1 		$829K Sell
3,417
-120
-3% -$28.2K 0.55% 47
2024
Q4 		$800K Sell
3,537
-282
-7% -$63.2K 0.54% 47
2024
Q3 		$821K Sell
3,819
-192
-5% -$40.2K 0.58% 48
2024
Q2 		$790K Sell
4,011
-63
-2% -$12.5K 0.6% 46
2024
Q1 		$835K Sell
4,074
-185
-4% -$37.3K 0.64% 44
2023
Q4 		$876K Sell
4,259
-24
-0.6% -$4.43K 0.74% 45
2023
Q3 		$767K Sell
4,283
-108
-2% -$19.1K 0.72% 45
2023
Q2 		$727K Sell
4,391
-150
-3% -$22.7K 0.66% 51
2023
Q1 		$666K Sell
4,541
-173
-4% -$24.8K 0.64% 51
2022
Q4 		$632K Sell
4,714
-62
-1% -$8.81K 0.62% 51
2022
Q3 		$689K Sell
4,776
-45
-0.9% -$7.3K 0.78% 50
2022
Q2 		$687K Sell
4,821
-59
-1% -$8.56K 0.74% 52
2022
Q1 		$760K Sell
4,880
-36
-0.7% -$5.52K 0.76% 52
2021
Q4 		$899K Buy
+4,916
New +$864K 0.87% 49

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BR Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Broadridge (BR) stake by 13% in Q2 2026, selling an estimated $42.4K and leaving 1,854 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #60.

Guardian Wealth Management (Illinois) first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $899K in Q4 2021. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 1,854 shares of Broadridge worth $254K as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 281 Broadridge shares in Q2 2026, an estimated $42.4K.
  • Broadridge made up 0.12% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #60 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Broadridge position peaked at $899K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.