MGWM
BR icon

Marks Group Wealth Management’s Broadridge BR Stock Holding History

Marks Group 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 		$5.23M Sell
32,159
-1,020
-3% -$194K 0.5% 77
2025
Q4 		$7.4M Sell
33,179
-3,625
-10% -$827K 0.71% 45
2025
Q3 		$8.77M Sell
36,804
-1,702
-4% -$424K 0.81% 42
2025
Q2 		$9.36M Sell
38,506
-970
-2% -$231K 0.87% 32
2025
Q1 		$9.57M Sell
39,476
-187
-0.5% -$44K 0.92% 21
2024
Q4 		$8.97M Sell
39,663
-1,449
-4% -$325K 0.88% 34
2024
Q3 		$8.84M Buy
41,112
+617
+2% +$129K 0.84% 45
2024
Q2 		$7.98M Sell
40,495
-1,095
-3% -$217K 0.84% 47
2024
Q1 		$8.52M Sell
41,590
-1,094
-3% -$221K 0.89% 36
2023
Q4 		$8.78M Sell
42,684
-1,143
-3% -$211K 1% 14
2023
Q3 		$7.85M Sell
43,827
-734
-2% -$130K 0.97% 16
2023
Q2 		$7.38M Buy
44,561
+473
+1% +$71.6K 0.88% 37
2023
Q1 		$6.46M Buy
44,088
+538
+1% +$77K 0.83% 48
2022
Q4 		$5.84M Buy
43,550
+411
+1% +$58.4K 0.8% 54
2022
Q3 		$6.23M Buy
43,139
+432
+1% +$70.1K 0.95% 27
2022
Q2 		$6.09M Buy
42,707
+3,531
+9% +$512K 0.88% 27
2022
Q1 		$6.1M Buy
39,176
+3,479
+10% +$534K 0.77% 48
2021
Q4 		$6.52M Sell
35,697
-49
-0.1% -$8.61K 0.79% 39
2021
Q3 		$5.92M Sell
35,746
-355
-1% -$60.5K 0.8% 42
2021
Q2 		$5.83M Buy
36,101
+531
+1% +$84.9K 0.8% 38
2021
Q1 		$5.44M Sell
35,570
-289
-0.8% -$42.7K 0.81% 44
2020
Q4 		$5.49M Sell
35,859
-152
-0.4% -$22K 0.86% 34
2020
Q3 		$4.75M Sell
36,011
-2,276
-6% -$304K 0.86% 40
2020
Q2 		$4.83M Sell
38,287
-16,306
-30% -$1.89M 0.98% 14
2020
Q1 		$5.19M Buy
54,593
+15,752
+41% +$1.8M 1.34% 5
2019
Q4 		$4.8M Buy
+38,841
New +$4.75M 0.94% 29

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

Marks Group Wealth Management's BR Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Broadridge (BR) stake by 3.1% in Q1 2026, selling an estimated $194K and leaving 32,159 shares worth $5.23M. The position accounts for 0.5% of the portfolio, ranked #77.

Marks Group Wealth Management first reported a position in BR in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.57M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Marks Group Wealth Management held 32,159 shares of Broadridge worth $5.23M as of Q1 2026.
  • Marks Group Wealth Management sold 1,020 Broadridge shares in Q1 2026, an estimated $194K.
  • Broadridge made up 0.5% of Marks Group Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Marks Group Wealth Management first reported a position in Broadridge in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Broadridge position peaked at $9.57M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.