GWN Securities’s Broadridge BR Stock Holding History

GWN Securities’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	$319K	Buy	2,330 +559	+32%	+$84.4K	0.05%	392
2026 Q1	$288K	Buy	1,771 +674	+61%	+$128K	0.06%	377
2025 Q4	$245K	Buy	+1,097	New	+$250K	0.05%	379

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

GWN Securities's BR Position: Q2 2026 in Review

GWN Securities increased its Broadridge (BR) stake by 32% in Q2 2026, buying an estimated $84.4K and bringing the position to 2,330 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #392.

GWN Securities first reported a position in BR in Q4 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

GWN Securities held 2,330 shares of Broadridge worth $319K as of Q2 2026.
GWN Securities bought 559 Broadridge shares in Q2 2026, an estimated $84.4K.
Broadridge made up 0.05% of GWN Securities's portfolio in Q2 2026, its #392 holding.
GWN Securities first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.