Heritage Wealth Advisors’s Broadridge BR Stock Holding History

Heritage Wealth Advisors’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	$346K	Hold	2,130	–	–	0.01%	162
2025 Q4	$475K	Hold	2,130	–	–	0.02%	148
2025 Q3	$507K	Hold	2,130	–	–	0.02%	128
2025 Q2	$518K	Hold	2,130	–	–	0.02%	124
2025 Q1	$516K	Sell	2,130 -8	-0.4%	-$1.88K	0.03%	126
2024 Q4	$483K	Buy	2,138 +2	+0.1%	+$448	0.02%	138
2024 Q3	$459K	Buy	2,136 +6	+0.3%	+$1.25K	0.02%	150
2024 Q2	$420K	Hold	2,130	–	–	0.02%	149
2024 Q1	$436K	Sell	2,130 -126	-6%	-$25.4K	0.02%	153
2023 Q4	$464K	Hold	2,256	–	–	0.02%	150
2023 Q3	$404K	Hold	2,256	–	–	0.02%	142
2023 Q2	$374K	Hold	2,256	–	–	0.02%	149
2023 Q1	$331K	Sell	2,256 -14	-0.6%	-$2K	0.02%	162
2022 Q4	$304K	Hold	2,270	–	–	0.02%	170
2022 Q3	$328K	Sell	2,270 -36	-2%	-$5.84K	0.02%	153
2022 Q2	$329K	Sell	2,306 -20	-0.9%	-$2.9K	0.02%	152
2022 Q1	$362K	Sell	2,326 -72	-3%	-$11K	0.02%	144
2021 Q4	$438K	Sell	2,398 -2	-0.1%	-$352	0.02%	146
2021 Q3	$400K	Sell	2,400 -204	-8%	-$34.7K	0.02%	147
2021 Q2	$421K	Hold	2,604	–	–	0.03%	148
2021 Q1	$399K	Hold	2,604	–	–	0.02%	153
2020 Q4	$399K	Hold	2,604	–	–	0.02%	145
2020 Q3	$344K	Hold	2,604	–	–	0.04%	114
2020 Q2	$329K	Hold	2,604	–	–	0.05%	112
2020 Q1	$247K	Sell	2,604 -400	-13%	-$45.6K	0.04%	117
2019 Q4	$371K	Sell	3,004 -18	-0.6%	-$2.2K	0.05%	126
2019 Q3	$376K	Hold	3,022	–	–	0.06%	115
2019 Q2	$386K	Hold	3,022	–	–	0.06%	106
2019 Q1	$313K	Buy	3,022 +18	+0.6%	+$1.81K	0.05%	106
2018 Q4	$289K	Sell	3,004 -896	-23%	-$97K	0.06%	103
2018 Q3	$514K	Hold	3,900	–	–	0.1%	80
2018 Q2	$449K	Hold	3,900	–	–	0.17%	79
2018 Q1	$429K	Hold	3,900	–	–	0.18%	77
2017 Q4	$354K	Sell	3,900 -1,100	-22%	-$96K	0.15%	86
2017 Q3	$404K	Hold	5,000	–	–	0.2%	74
2017 Q2	$378K	Hold	5,000	–	–	0.2%	71
2017 Q1	$340K	Hold	5,000	–	–	0.18%	72
2016 Q4	$332K	Hold	5,000	–	–	0.22%	62
2016 Q3	$338K	Hold	5,000	–	–	0.23%	61
2016 Q2	$325K	Hold	5,000	–	–	0.22%	64
2016 Q1	$296K	Hold	5,000	–	–	0.23%	60
2015 Q4	$268K	Hold	5,000	–	–	0.23%	64
2015 Q3	$277K	Hold	5,000	–	–	0.24%	61
2015 Q2	$250K	Hold	5,000	–	–	0.21%	76
2015 Q1	$275K	Hold	5,000	–	–	0.23%	75
2014 Q4	$231K	Hold	5,000	–	–	0.21%	83
2014 Q3	$209K	Hold	5,000	–	–	0.22%	66
2014 Q2	$209K	Buy	+5,000	New	+$196K	0.22%	64

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

Heritage Wealth Advisors's BR Position: Q1 2026 in Review

Heritage Wealth Advisors held its Broadridge (BR) position steady in Q1 2026 at 2,130 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #162.

Heritage Wealth Advisors first reported a position in BR in Q2 2014 and has held it in 48 quarters since. The position peaked at $518K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Heritage Wealth Advisors held 2,130 shares of Broadridge worth $346K as of Q1 2026.
Heritage Wealth Advisors left its Broadridge share count unchanged in Q1 2026.
Broadridge made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #162 holding.
Heritage Wealth Advisors first reported a position in Broadridge in Q2 2014 and has held it in 48 quarters since.
Heritage Wealth Advisors's Broadridge position peaked at $518K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.