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Key Financial Inc’s Broadridge BR Stock Holding History

Key Financial Inc’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 		$181K Hold
1,117
– – 0.03% 303
2025
Q4 		$249K Hold
1,117
– – 0.05% 258
2025
Q3 		$262K Hold
1,117
– – 0.05% 247
2025
Q2 		$271K Hold
1,117
– – 0.05% 239
2025
Q1 		$271K Hold
1,117
– – 0.06% 224
2024
Q4 		$253K Sell
1,117
-46
-4% -$10.3K 0.06% 217
2024
Q3 		$250K Buy
1,163
+4
+0.3% +$837 0.06% 224
2024
Q2 		$228K Buy
1,159
+3
+0.3% +$595 0.05% 226
2024
Q1 		$237K Hold
1,156
– – 0.06% 211
2023
Q4 		$238K Hold
1,156
– – 0.07% 200
2023
Q3 		$207K Hold
1,156
– – 0.07% 196
2023
Q2 		$191K Hold
1,156
– – 0.06% 215
2023
Q1 		$169K Hold
1,156
– – 0.06% 216
2022
Q4 		$167K Hold
1,156
– – 0.08% 179
2022
Q3 		$167K Hold
1,156
– – 0.08% 181
2022
Q2 		$169K Hold
1,156
– – 0.09% 170
2022
Q1 		$180K Hold
1,156
– – 0.09% 176
2021
Q4 		$211K Hold
1,156
– – 0.11% 150
2021
Q3 		$193K Hold
1,156
– – 0.11% 152
2021
Q2 		$201K Hold
1,156
– – 0.11% 151
2021
Q1 		$177K Hold
1,156
– – 0.12% 149
2020
Q4 		$177K Buy
+1,156
New +$168K 0.13% 132
2020
Q2 		– Sell
-1,110
Closed -$108K – 152
2020
Q1 		$108K Buy
+1,110
New +$127K 0.11% 147

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

Key Financial Inc's BR Position: Q1 2026 in Review

Key Financial Inc held its Broadridge (BR) position steady in Q1 2026 at 1,117 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #303.

Key Financial Inc first reported a position in BR in Q1 2020 and has held it in 23 quarters since. The position peaked at $271K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Key Financial Inc held 1,117 shares of Broadridge worth $181K as of Q1 2026.
  • Key Financial Inc left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #303 holding.
  • Key Financial Inc first reported a position in Broadridge in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Broadridge position peaked at $271K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.