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Journey Strategic Wealth’s Broadridge BR Stock Holding History

Journey Strategic 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 		$223K Buy
+1,372
New +$261K 0.01% 712
2025
Q4 		– Sell
-1,635
Closed -$389K – 774
2025
Q3 		$389K Buy
+1,635
New +$407K 0.01% 362

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

Journey Strategic Wealth's BR Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Broadridge (BR) in Q1 2026: 1,372 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in BR as recently as Q3 2025.

Journey Strategic Wealth first reported a position in BR in Q3 2025 and has held it in 2 quarters since. The position peaked at $389K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Journey Strategic Wealth held 1,372 shares of Broadridge worth $223K as of Q1 2026.
  • Broadridge was a new Journey Strategic Wealth position in Q1 2026.
  • Broadridge made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #712 holding.
  • Journey Strategic Wealth first reported a position in Broadridge in Q3 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Broadridge position peaked at $389K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.