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Maridea Wealth Management’s Broadridge BR Stock Holding History

Maridea 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
Q2 		– Sell
-1,932
Closed -$314K – 553
2026
Q1 		$314K Buy
1,932
+462
+31% +$87.8K 0.05% 337
2025
Q4 		$328K Sell
1,470
-802
-35% -$183K 0.05% 320
2025
Q3 		$524K Buy
+2,272
New +$566K 0.08% 236
2025
Q1 		– Sell
-1,179
Closed -$267K – 238
2024
Q4 		$267K Buy
+1,179
New +$264K 0.09% 193

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Maridea Wealth Management's BR Position: Q2 2026 in Review

Maridea Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,932 shares — an estimated $314K sold.

Maridea Wealth Management first reported a position in BR in Q4 2024 and held it in 4 quarters. The position peaked at $524K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Maridea Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 1,932 Broadridge shares in Q2 2026, an estimated $314K.
  • Maridea Wealth Management first reported a position in Broadridge in Q4 2024 and held it in 4 quarters.
  • Maridea Wealth Management's Broadridge position peaked at $524K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.