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Kingsview Wealth Management’s Broadridge BR Stock Holding History

Kingsview Wealth Management’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
-924
Closed -$206K – 1347
2025
Q4 		$206K Buy
+924
New +$211K ﹤0.01% 1164
2024
Q1 		– Sell
-1,082
Closed -$223K – 1017
2023
Q4 		$223K Sell
1,082
-157
-13% -$29K 0.01% 866
2023
Q3 		$222K Sell
1,239
-57
-4% -$10.1K 0.01% 848
2023
Q2 		$215K Buy
+1,296
New +$196K 0.01% 837

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

Kingsview Wealth Management's BR Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 924 shares — an estimated $206K sold.

Kingsview Wealth Management first reported a position in BR in Q2 2023 and held it in 4 quarters. The position peaked at $223K in Q4 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 924 Broadridge shares in Q1 2026, an estimated $206K.
  • Kingsview Wealth Management first reported a position in Broadridge in Q2 2023 and held it in 4 quarters.
  • Kingsview Wealth Management's Broadridge position peaked at $223K in Q4 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.