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HB Wealth Management’s Broadridge BR Stock Holding History

HB Wealth Management’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 		$783K Sell
5,714
-224
-4% -$33.8K ﹤0.01% 862
2026
Q1 		$965K Buy
5,938
+786
+15% +$149K 0.01% 678
2025
Q4 		$1.15M Sell
5,152
-215
-4% -$49K 0.01% 582
2025
Q3 		$1.28M Buy
5,367
+299
+6% +$74.5K 0.01% 543
2025
Q2 		$1.23M Sell
5,068
-138
-3% -$32.8K 0.01% 480
2025
Q1 		$1.26M Buy
5,206
+2,249
+76% +$529K 0.01% 486
2024
Q4 		$669K Buy
2,957
+771
+35% +$173K 0.01% 528
2024
Q3 		$470K Buy
2,186
+104
+5% +$21.8K 0.01% 603
2024
Q2 		$410K Buy
2,082
+368
+21% +$73K ﹤0.01% 606
2024
Q1 		$351K Buy
1,714
+73
+4% +$14.7K ﹤0.01% 604
2023
Q4 		$338K Sell
1,641
-75
-4% -$13.8K ﹤0.01% 568
2023
Q3 		$307K Buy
1,716
+342
+25% +$60.6K 0.01% 559
2023
Q2 		$228K Buy
+1,374
New +$208K ﹤0.01% 629
2022
Q4 		– Sell
-1,484
Closed -$214K – 693
2022
Q3 		$214K Sell
1,484
-356
-19% -$57.8K ﹤0.01% 528
2022
Q2 		$262K Buy
1,840
+131
+8% +$19K 0.01% 471
2022
Q1 		$266K Buy
+1,709
New +$262K ﹤0.01% 480

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

HB Wealth Management's BR Position: Q2 2026 in Review

HB Wealth Management reduced its Broadridge (BR) stake by 3.8% in Q2 2026, selling an estimated $33.8K and leaving 5,714 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

HB Wealth Management first reported a position in BR in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • HB Wealth Management held 5,714 shares of Broadridge worth $783K as of Q2 2026.
  • HB Wealth Management sold 224 Broadridge shares in Q2 2026, an estimated $33.8K.
  • Broadridge made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #862 holding.
  • HB Wealth Management first reported a position in Broadridge in Q1 2022 and has held it in 16 quarters since.
  • HB Wealth Management's Broadridge position peaked at $1.28M in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.