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Independent Wealth Network’s Broadridge BR Stock Holding History

Independent Wealth Network’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
-928
Closed -$207K – 309
2025
Q4 		$207K Buy
928
+51
+6% +$11.6K 0.06% 269
2025
Q3 		$209K Buy
877
+19
+2% +$4.73K 0.07% 255
2025
Q2 		$209K Buy
858
+28
+3% +$6.65K 0.08% 242
2025
Q1 		$201K Buy
+830
New +$195K 0.08% 232

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Wealth Network's BR Position: Q1 2026 in Review

Independent Wealth Network sold out of Broadridge (BR) in Q1 2026, closing a stake of 928 shares — an estimated $207K sold.

Independent Wealth Network first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $209K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Independent Wealth Network reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 928 Broadridge shares in Q1 2026, an estimated $207K.
  • Independent Wealth Network first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
  • Independent Wealth Network's Broadridge position peaked at $209K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.