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Kestra Private Wealth Services’s Broadridge BR Stock Holding History

Kestra Private Wealth Services’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 		$4.72M Buy
29,048
+155
+0.5% +$29.4K 0.06% 332
2025
Q4 		$6.45M Sell
28,893
-2,102
-7% -$479K 0.08% 260
2025
Q3 		$7.38M Buy
30,995
+206
+0.7% +$51.3K 0.1% 229
2025
Q2 		$7.48M Buy
30,789
+992
+3% +$236K 0.11% 217
2025
Q1 		$7.22M Sell
29,797
-40
-0.1% -$9.41K 0.12% 196
2024
Q4 		$6.75M Buy
29,837
+2,535
+9% +$568K 0.11% 194
2024
Q3 		$5.87M Buy
27,302
+295
+1% +$61.7K 0.11% 209
2024
Q2 		$5.32M Buy
27,007
+41
+0.2% +$8.13K 0.11% 211
2024
Q1 		$5.52M Sell
26,966
-54
-0.2% -$10.9K 0.12% 186
2023
Q4 		$5.56M Buy
27,020
+382
+1% +$70.5K 0.14% 173
2023
Q3 		$4.77M Buy
26,638
+1,401
+6% +$248K 0.15% 160
2023
Q2 		$4.18M Buy
25,237
+482
+2% +$72.9K 0.14% 163
2023
Q1 		$3.63M Buy
24,755
+4,898
+25% +$701K 0.14% 162
2022
Q4 		$2.66M Buy
19,857
+131
+0.7% +$18.6K 0.14% 172
2022
Q3 		$2.85M Buy
19,726
+2,950
+18% +$479K 0.16% 146
2022
Q2 		$2.39M Buy
+16,776
New +$2.43M 0.14% 179

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

Kestra Private Wealth Services's BR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Broadridge (BR) stake by 0.54% in Q1 2026, buying an estimated $29.4K and bringing the position to 29,048 shares worth $4.72M. The position accounts for 0.06% of the portfolio, ranked #332.

Kestra Private Wealth Services first reported a position in BR in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.48M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Kestra Private Wealth Services held 29,048 shares of Broadridge worth $4.72M as of Q1 2026.
  • Kestra Private Wealth Services bought 155 Broadridge shares in Q1 2026, an estimated $29.4K.
  • Broadridge made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #332 holding.
  • Kestra Private Wealth Services first reported a position in Broadridge in Q2 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Broadridge position peaked at $7.48M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.