MBL Wealth
BR icon

MBL Wealth’s Broadridge BR Stock Holding History

MBL 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
Q3 		$342K Buy
+2,124
New +$347K 0.02% 429

Other funds holding BR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MBL Wealth's BR Position: Q3 2026 in Review

MBL Wealth opened a new position in Broadridge (BR) in Q3 2026: 2,124 shares worth $342K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings.

839 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • MBL Wealth held 2,124 shares of Broadridge worth $342K as of Q3 2026.
  • Broadridge was a new MBL Wealth position in Q3 2026.
  • Broadridge made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #429 holding.
  • 839 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.