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Menard Financial Group’s Broadridge BR Stock Holding History

Menard Financial Group’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
-4,735
Closed -$1.06M – 84
2025
Q4 		$1.06M Buy
4,735
+154
+3% +$35.1K 0.73% 34
2025
Q3 		$1.09M Sell
4,581
-26
-0.6% -$6.47K 0.73% 34
2025
Q2 		$1.12M Sell
4,607
-118
-2% -$28K 0.67% 33
2025
Q1 		$1.1M Buy
4,725
+639
+16% +$150K 0.72% 31
2024
Q4 		$924K Buy
4,086
+172
+4% +$38.5K 0.55% 39
2024
Q3 		$842K Buy
3,914
+61
+2% +$12.8K 0.55% 40
2024
Q2 		$759K Buy
3,853
+79
+2% +$15.7K 0.54% 38
2024
Q1 		$773K Buy
3,774
+463
+14% +$93.4K 0.65% 34
2023
Q4 		$681K Buy
3,311
+47
+1% +$8.67K 0.85% 30
2023
Q3 		$584K Buy
3,264
+1,542
+90% +$273K 0.84% 29
2023
Q2 		$285K Buy
+1,722
New +$261K 0.59% 39
2023
Q1 		– Sell
-1,624
Closed -$218K – 66
2022
Q4 		$218K Buy
+1,624
New +$231K 0.52% 61
2022
Q3 		– Sell
-1,619
Closed -$231K – 90
2022
Q2 		$231K Sell
1,619
-222
-12% -$32.2K 0.38% 75
2022
Q1 		$287K Sell
1,841
-239
-11% -$36.7K 0.28% 104
2021
Q4 		$380K Buy
2,080
+351
+20% +$61.7K 0.31% 93
2021
Q3 		$288K Buy
1,729
+4
+0.2% +$681 0.25% 112
2021
Q2 		$279K Sell
1,725
-1,628
-49% -$260K 0.26% 110
2021
Q1 		$513K Buy
3,353
+644
+24% +$95.1K 0.55% 49
2020
Q4 		$415K Buy
2,709
+921
+52% +$134K 0.45% 63
2020
Q3 		$236K Buy
1,788
+122
+7% +$16.3K 0.27% 121
2020
Q2 		$210K Buy
+1,666
New +$193K 0.26% 102

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Menard Financial Group's BR Position: Q1 2026 in Review

Menard Financial Group sold out of Broadridge (BR) in Q1 2026, closing a stake of 4,735 shares — an estimated $1.06M sold.

Menard Financial Group first reported a position in BR in Q2 2020 and held it in 21 quarters. The position peaked at $1.12M in Q2 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Menard Financial Group reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Menard Financial Group sold 4,735 Broadridge shares in Q1 2026, an estimated $1.06M.
  • Menard Financial Group first reported a position in Broadridge in Q2 2020 and held it in 21 quarters.
  • Menard Financial Group's Broadridge position peaked at $1.12M in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.