MDA
BR icon

Minot DeBlois Advisors’s Broadridge BR Stock Holding History

Minot DeBlois 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 		$20.3K Hold
125
– – 0.02% 129
2025
Q4 		$27.9K Hold
125
– – 0.03% 101
2025
Q3 		$29.8K Hold
125
– – 0.03% 120
2025
Q2 		$30.4K Sell
125
-25
-17% -$5.94K 0.03% 123
2025
Q1 		$36.4K Hold
150
– – 0.04% 117
2024
Q4 		$33.9K Buy
+150
New +$33.6K 0.03% 141

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

Minot DeBlois Advisors's BR Position: Q1 2026 in Review

Minot DeBlois Advisors held its Broadridge (BR) position steady in Q1 2026 at 125 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #129.

Minot DeBlois Advisors first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.4K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Minot DeBlois Advisors held 125 shares of Broadridge worth $20.3K as of Q1 2026.
  • Minot DeBlois Advisors left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.02% of Minot DeBlois Advisors's portfolio in Q1 2026, its #129 holding.
  • Minot DeBlois Advisors first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's Broadridge position peaked at $36.4K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.