MWM
BR icon

Modern Wealth Management’s Broadridge BR Stock Holding History

Modern 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
2026
Q2 		$1.91M Buy
13,948
+105
+0.8% +$15.9K 0.02% 398
2026
Q1 		$2.21M Sell
13,843
-299
-2% -$56.8K 0.04% 295
2025
Q4 		$3.16M Sell
14,142
-33
-0.2% -$7.53K 0.06% 240
2025
Q3 		$3.38M Buy
14,175
+55
+0.4% +$13.7K 0.07% 225
2025
Q2 		$3.43M Buy
14,120
+146
+1% +$34.7K 0.08% 203
2025
Q1 		$3.39M Buy
13,974
+334
+2% +$78.6K 0.11% 161
2024
Q4 		$3.08M Buy
13,640
+147
+1% +$32.9K 0.12% 149
2024
Q3 		$2.9M Buy
13,493
+7
+0.1% +$1.46K 0.18% 89
2024
Q2 		$2.66M Buy
13,486
+4
+0% +$793 0.2% 71
2024
Q1 		$2.76M Buy
+13,482
New +$2.72M 0.26% 52

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Modern Wealth Management's BR Position: Q2 2026 in Review

Modern Wealth Management increased its Broadridge (BR) stake by 0.76% in Q2 2026, buying an estimated $15.9K and bringing the position to 13,948 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #398.

Modern Wealth Management first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.43M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Modern Wealth Management held 13,948 shares of Broadridge worth $1.91M as of Q2 2026.
  • Modern Wealth Management bought 105 Broadridge shares in Q2 2026, an estimated $15.9K.
  • Broadridge made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Modern Wealth Management first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Broadridge position peaked at $3.43M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.