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High Note Wealth’s Broadridge BR Stock Holding History

High Note Wealth’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 		– Sell
-19
Closed -$3.09K – 968
2026
Q1 		$3.09K Buy
+19
New +$3.61K ﹤0.01% 702

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 $3.38T AUM 44.17% 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

High Note Wealth's BR Position: Q2 2026 in Review

High Note Wealth sold out of Broadridge (BR) in Q2 2026, closing a stake of 19 shares — an estimated $3.09K sold.

High Note Wealth first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $3.09K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • High Note Wealth reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 19 Broadridge shares in Q2 2026, an estimated $3.09K.
  • High Note Wealth first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
  • High Note Wealth's Broadridge position peaked at $3.09K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.