Legacy Capital Wealth Partners’s Broadridge BR Stock Holding History

Legacy Capital Wealth Partners’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 Q2	$448K	Buy	3,274 +260	+9%	+$39.3K	0.09%	211
2026 Q1	$490K	Buy	3,014 +101	+3%	+$19.2K	0.1%	212
2025 Q4	$650K	Sell	2,913 -35	-1%	-$7.98K	0.14%	156
2025 Q3	$702K	Sell	2,948 -77	-3%	-$19.2K	0.15%	147
2025 Q2	$735K	Sell	3,025 -94	-3%	-$22.3K	0.17%	123
2025 Q1	$756K	Sell	3,119 -131	-4%	-$30.8K	0.19%	112
2024 Q4	$735K	Sell	3,250 -3,857	-54%	-$864K	0.18%	114
2024 Q3	$1.53M	Buy	7,107 +3,216	+83%	+$673K	0.31%	66
2024 Q2	$767K	Buy	+3,891	New	+$772K	0.2%	98
2024 Q1	–	Sell	-3,705	Closed	-$762K	–	145
2023 Q4	$762K	Sell	3,705 -41	-1%	-$7.56K	0.22%	97
2023 Q3	$671K	Buy	+3,746	New	+$663K	0.18%	115
2023 Q2	–	Sell	-3,693	Closed	-$541K	–	67
2023 Q1	$541K	Buy	+3,693	New	+$528K	0.15%	131
2021 Q2	–	Sell	-3,243	Closed	-$498K	–	31
2021 Q1	$498K	Buy	3,243 +197	+6%	+$29.1K	0.21%	47
2020 Q4	$468K	Buy	+3,046	New	+$442K	0.2%	47

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Legacy Capital Wealth Partners's BR Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Broadridge (BR) stake by 8.6% in Q2 2026, buying an estimated $39.3K and bringing the position to 3,274 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #211.

Legacy Capital Wealth Partners first reported a position in BR in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.53M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Legacy Capital Wealth Partners held 3,274 shares of Broadridge worth $448K as of Q2 2026.
Legacy Capital Wealth Partners bought 260 Broadridge shares in Q2 2026, an estimated $39.3K.
Broadridge made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #211 holding.
Legacy Capital Wealth Partners first reported a position in Broadridge in Q4 2020 and has held it in 14 quarters since.
Legacy Capital Wealth Partners's Broadridge position peaked at $1.53M in Q3 2024.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.