HBW
BR icon

Hazlett, Burt & Watson’s Broadridge BR Stock Holding History

Hazlett, Burt & Watson’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 		$28K Hold
175
– – 0.01% 538
2025
Q4 		$39K Hold
175
– – 0.01% 485
2025
Q3 		$42K Hold
175
– – 0.01% 450
2025
Q2 		$42K Hold
175
– – 0.02% 400
2025
Q1 		$42K Hold
175
– – 0.02% 380
2024
Q4 		$40K Hold
175
– – 0.02% 379
2024
Q3 		$38K Buy
+175
New +$36.6K 0.02% 380

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

Hazlett, Burt & Watson's BR Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Broadridge (BR) position steady in Q1 2026 at 175 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #538.

Hazlett, Burt & Watson first reported a position in BR in Q3 2024 and has held it in 7 quarters since. The position peaked at $42K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Hazlett, Burt & Watson held 175 shares of Broadridge worth $28K as of Q1 2026.
  • Hazlett, Burt & Watson left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #538 holding.
  • Hazlett, Burt & Watson first reported a position in Broadridge in Q3 2024 and has held it in 7 quarters since.
  • Hazlett, Burt & Watson's Broadridge position peaked at $42K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.