Imprint Wealth’s Broadridge BR Stock Holding History

Imprint 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 Q1	$650	Hold	4	–	–	﹤0.01%	283
2025 Q4	$893	Sell	4 -14	-78%	-$3.19K	﹤0.01%	290
2025 Q3	$4.29K	Buy	+18	New	+$4.48K	0.01%	254

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

Imprint Wealth's BR Position: Q1 2026 in Review

Imprint Wealth held its Broadridge (BR) position steady in Q1 2026 at 4 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Imprint Wealth first reported a position in BR in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.29K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Imprint Wealth held 4 shares of Broadridge worth $650 as of Q1 2026.
Imprint Wealth left its Broadridge share count unchanged in Q1 2026.
Broadridge made up ﹤0.01% of Imprint Wealth's portfolio in Q1 2026, its #283 holding.
Imprint Wealth first reported a position in Broadridge in Q3 2025 and has held it in 3 quarters since.
Imprint Wealth's Broadridge position peaked at $4.29K in Q3 2025.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.