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IFC & Insurance Marketing’s Broadridge BR Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-7
Closed -$2K – 141
2025
Q4 		$2K Buy
+7
New +$1.6K ﹤0.01% 629

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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFC & Insurance Marketing's BR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Broadridge (BR) in Q1 2026, closing a stake of 7 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 7 Broadridge shares in Q1 2026, an estimated $2K.
  • IFC & Insurance Marketing first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Broadridge position peaked at $2K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.