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MASECO Private Wealth’s Broadridge BR Stock Holding History

MASECO Private Wealth’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 		$1.3K Hold
8
– – ﹤0.01% 356
2025
Q4 		$1.79K Hold
8
– – ﹤0.01% 490
2025
Q3 		$1.91K Hold
8
– – ﹤0.01% 233
2025
Q2 		$1.94K Buy
+8
New +$1.9K ﹤0.01% 459

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

MASECO Private Wealth's BR Position: Q1 2026 in Review

MASECO Private Wealth held its Broadridge (BR) position steady in Q1 2026 at 8 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

MASECO Private Wealth first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.94K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • MASECO Private Wealth held 8 shares of Broadridge worth $1.3K as of Q1 2026.
  • MASECO Private Wealth left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #356 holding.
  • MASECO Private Wealth first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Broadridge position peaked at $1.94K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.