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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWN Securities's BR Position: Q1 2026 in Review

GWN Securities increased its Broadridge (BR) stake by 61% in Q1 2026, buying an estimated $128K and bringing the position to 1,771 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #377.

GWN Securities first reported a position in BR in Q4 2025 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

GWN Securities held 1,771 shares of Broadridge worth $288K as of Q1 2026.
GWN Securities bought 674 Broadridge shares in Q1 2026, an estimated $128K.
Broadridge made up 0.06% of GWN Securities's portfolio in Q1 2026, its #377 holding.
GWN Securities first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.