MWM
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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
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 $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

Modern Wealth Management's BR Position: Q1 2026 in Review

Modern Wealth Management reduced its Broadridge (BR) stake by 2.1% in Q1 2026, selling an estimated $56.8K and leaving 13,843 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #295.

Modern Wealth Management first reported a position in BR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.43M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Modern Wealth Management held 13,843 shares of Broadridge worth $2.21M as of Q1 2026.
  • Modern Wealth Management sold 299 Broadridge shares in Q1 2026, an estimated $56.8K.
  • Broadridge made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Modern Wealth Management first reported a position in Broadridge in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Broadridge position peaked at $3.43M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.