MWM
BR icon

MGB Wealth Management’s Broadridge BR Stock Holding History

MGB 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
2025
Q4 		$802K Sell
3,590
-158
-4% -$36K 0.23% 91
2025
Q3 		$892K Hold
3,748
– – 0.25% 84
2025
Q2 		$909K Sell
3,748
-129
-3% -$30.7K 0.3% 82
2025
Q1 		$936K Buy
3,877
+107
+3% +$25.2K 0.34% 78
2024
Q4 		$852K Buy
3,770
+115
+3% +$25.8K 0.26% 78
2024
Q3 		$784K Hold
3,655
– – 0.28% 82
2024
Q2 		$750K Buy
3,655
+200
+6% +$39.7K 0.28% 83
2024
Q1 		$708K Buy
3,455
+320
+10% +$64.5K 0.29% 86
2023
Q4 		$645K Buy
+3,135
New +$578K 0.32% 84

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

MGB Wealth Management's BR Position: Q4 2025 in Review

MGB Wealth Management reduced its Broadridge (BR) stake by 4.2% in Q4 2025, selling an estimated $36K and leaving 3,590 shares worth $802K. The position accounts for 0.23% of the portfolio, ranked #91.

MGB Wealth Management first reported a position in BR in Q4 2023 and has held it in 9 quarters since. The position peaked at $936K in Q1 2025. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • MGB Wealth Management held 3,590 shares of Broadridge worth $802K as of Q4 2025.
  • MGB Wealth Management sold 158 Broadridge shares in Q4 2025, an estimated $36K.
  • Broadridge made up 0.23% of MGB Wealth Management's portfolio in Q4 2025, its #91 holding.
  • MGB Wealth Management first reported a position in Broadridge in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Broadridge position peaked at $936K in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.