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Mayflower Financial Advisors’s Broadridge BR Stock Holding History

Mayflower Financial Advisors’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 		– Sell
-1,024
Closed -$229K – 447
2025
Q4 		$229K Sell
1,024
-26
-2% -$5.93K 0.03% 382
2025
Q3 		$250K Hold
1,050
– – 0.03% 367
2025
Q2 		$255K Buy
1,050
+1
+0.1% +$238 0.04% 345
2025
Q1 		$254K Buy
1,049
+4
+0.4% +$941 0.04% 333
2024
Q4 		$236K Sell
1,045
-1
-0.1% -$224 0.04% 343
2024
Q3 		$225K Buy
+1,046
New +$219K 0.03% 342

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

Mayflower Financial Advisors's BR Position: Q1 2026 in Review

Mayflower Financial Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,024 shares — an estimated $229K sold.

Mayflower Financial Advisors first reported a position in BR in Q3 2024 and held it in 6 quarters. The position peaked at $255K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Mayflower Financial Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,024 Broadridge shares in Q1 2026, an estimated $229K.
  • Mayflower Financial Advisors first reported a position in Broadridge in Q3 2024 and held it in 6 quarters.
  • Mayflower Financial Advisors's Broadridge position peaked at $255K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Mayflower Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.