Laurel Wealth Advisors (North Carolina)’s Broadridge BR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-458	Closed	-$102K	–	256
2025 Q4	$102K	Buy	+458	New	+$104K	0.01%	250
2025 Q2	–	Sell	-468	Closed	-$113K	–	255
2025 Q1	$113K	Hold	468	–	–	0.02%	224
2024 Q4	$106K	Hold	468	–	–	0.02%	229
2024 Q3	$101K	Sell	468 -15	-3%	-$3.14K	0.02%	236
2024 Q2	$95.2K	Hold	483	–	–	0.02%	230
2024 Q1	$98.9K	Sell	483 -10	-2%	-$2.02K	0.02%	239
2023 Q4	$101K	Hold	493	–	–	0.02%	225
2023 Q3	$88.3K	Hold	493	–	–	0.02%	231
2023 Q2	$81.7K	Hold	493	–	–	0.02%	246
2023 Q1	$72.3K	Hold	493	–	–	0.02%	253
2022 Q4	$66.1K	Sell	493 -50	-9%	-$7.1K	0.02%	238
2022 Q3	$78K	Hold	543	–	–	0.02%	220
2022 Q2	$77K	Hold	543	–	–	0.02%	223
2022 Q1	$85K	Hold	543	–	–	0.02%	231
2021 Q4	$99K	Hold	543	–	–	0.02%	214
2021 Q3	$90K	Hold	543	–	–	0.02%	216
2021 Q2	$88K	Sell	543 -15	-3%	-$2.4K	0.02%	227
2021 Q1	$85K	Hold	558	–	–	0.02%	221
2020 Q4	$85K	Hold	558	–	–	0.02%	212
2020 Q3	$74K	Hold	558	–	–	0.02%	206
2020 Q2	$70K	Hold	558	–	–	0.02%	204
2020 Q1	$53K	Buy	558 +15	+3%	+$1.71K	0.02%	218
2019 Q4	$67K	Hold	543	–	–	0.02%	219
2019 Q3	$68K	Hold	543	–	–	0.02%	216
2019 Q2	$69K	Hold	543	–	–	0.02%	212
2019 Q1	$56K	Hold	543	–	–	0.02%	222
2018 Q4	$52K	Buy	+543	New	+$58.8K	0.02%	212

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Broadridge (BR) in Q1 2026, closing a stake of 458 shares — an estimated $102K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BR in Q4 2018 and held it in 27 quarters. The position peaked at $113K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 458 Broadridge shares in Q1 2026, an estimated $102K.
Laurel Wealth Advisors (North Carolina) first reported a position in Broadridge in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Broadridge position peaked at $113K in Q1 2025.
1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.