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Maripau Wealth Management’s Broadridge BR Stock Holding History

Maripau 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 		$376K Buy
2,317
+245
+12% +$46.5K 0.17% 108
2025
Q4 		$462K Buy
2,072
+136
+7% +$31K 0.21% 92
2025
Q3 		$461K Sell
1,936
-723
-27% -$180K 0.23% 80
2025
Q2 		$649K Buy
2,659
+332
+14% +$78.9K 0.33% 71
2025
Q1 		$566K Buy
2,327
+475
+26% +$112K 0.32% 70
2024
Q4 		$420K Buy
+1,852
New +$415K 0.25% 85
2024
Q3 		– Sell
-1,027
Closed -$203K – 62
2024
Q2 		$203K Buy
+1,027
New +$204K 0.14% 137

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

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

Maripau Wealth Management increased its Broadridge (BR) stake by 12% in Q1 2026, buying an estimated $46.5K and bringing the position to 2,317 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #108.

Maripau Wealth Management first reported a position in BR in Q2 2024 and has held it in 7 quarters since. The position peaked at $649K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Maripau Wealth Management held 2,317 shares of Broadridge worth $376K as of Q1 2026.
  • Maripau Wealth Management bought 245 Broadridge shares in Q1 2026, an estimated $46.5K.
  • Broadridge made up 0.17% of Maripau Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Maripau Wealth Management first reported a position in Broadridge in Q2 2024 and has held it in 7 quarters since.
  • Maripau Wealth Management's Broadridge position peaked at $649K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.