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MONECO Advisors’s Broadridge BR Stock Holding History

MONECO 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 		$304K Buy
1,871
+134
+8% +$25.5K 0.02% 400
2025
Q4 		$388K Sell
1,737
-8
-0.5% -$1.82K 0.03% 353
2025
Q3 		$416K Hold
1,745
– – 0.03% 336
2025
Q2 		$424K Sell
1,745
-44
-2% -$10.5K 0.04% 328
2025
Q1 		$434K Sell
1,789
-6
-0.3% -$1.41K 0.04% 306
2024
Q4 		$406K Buy
1,795
+229
+15% +$51.3K 0.04% 318
2024
Q3 		$337K Buy
1,566
+66
+4% +$13.8K 0.04% 323
2024
Q2 		$296K Sell
1,500
-129
-8% -$25.6K 0.04% 320
2024
Q1 		$334K Buy
1,629
+429
+36% +$86.5K 0.05% 299
2023
Q4 		$247K Sell
1,200
-18
-1% -$3.32K 0.05% 322
2023
Q3 		$218K Buy
1,218
+2
+0.2% +$354 0.06% 304
2023
Q2 		$201K Buy
+1,216
New +$184K 0.05% 328

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

MONECO Advisors's BR Position: Q1 2026 in Review

MONECO Advisors increased its Broadridge (BR) stake by 7.7% in Q1 2026, buying an estimated $25.5K and bringing the position to 1,871 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #400.

MONECO Advisors first reported a position in BR in Q2 2023 and has held it in 12 quarters since. The position peaked at $434K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • MONECO Advisors held 1,871 shares of Broadridge worth $304K as of Q1 2026.
  • MONECO Advisors bought 134 Broadridge shares in Q1 2026, an estimated $25.5K.
  • Broadridge made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #400 holding.
  • MONECO Advisors first reported a position in Broadridge in Q2 2023 and has held it in 12 quarters since.
  • MONECO Advisors's Broadridge position peaked at $434K in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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