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KFA Private Wealth Group’s Broadridge BR Stock Holding History

KFA Private Wealth Group’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
-905
Closed -$202K – 162
2025
Q4 		$202K Hold
905
– – 0.05% 150
2025
Q3 		$216K Hold
905
– – 0.06% 130
2025
Q2 		$220K Buy
+905
New +$215K 0.07% 126

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

KFA Private Wealth Group's BR Position: Q1 2026 in Review

KFA Private Wealth Group sold out of Broadridge (BR) in Q1 2026, closing a stake of 905 shares — an estimated $202K sold.

KFA Private Wealth Group first reported a position in BR in Q2 2025 and held it in 3 quarters. The position peaked at $220K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • KFA Private Wealth Group reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 905 Broadridge shares in Q1 2026, an estimated $202K.
  • KFA Private Wealth Group first reported a position in Broadridge in Q2 2025 and held it in 3 quarters.
  • KFA Private Wealth Group's Broadridge position peaked at $220K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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