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Moneta Group Investment Advisors’s Broadridge BR Stock Holding History

Moneta Group Investment 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 		– Sell
-1,153
Closed -$257K – 814
2025
Q4 		$257K Sell
1,153
-455
-28% -$104K ﹤0.01% 682
2025
Q3 		$383K Buy
1,608
+61
+4% +$15.2K ﹤0.01% 558
2025
Q2 		$376K Buy
1,547
+29
+2% +$6.89K ﹤0.01% 507
2025
Q1 		$368K Sell
1,518
-77
-5% -$18.1K 0.01% 485
2024
Q4 		$361K Buy
1,595
+79
+5% +$17.7K 0.01% 495
2024
Q3 		$326K Sell
1,516
-26
-2% -$5.44K ﹤0.01% 496
2024
Q2 		$304K Buy
1,542
+4
+0.3% +$793 ﹤0.01% 478
2024
Q1 		$315K Hold
1,538
– – 0.01% 470
2023
Q4 		$316K Sell
1,538
-8
-0.5% -$1.48K 0.01% 433
2023
Q3 		$277K Buy
+1,546
New +$274K 0.01% 422
2021
Q1 		– Sell
-1,345
Closed -$206K – 423
2020
Q4 		$206K Buy
+1,345
New +$195K 0.01% 299
2015
Q4 		– Sell
-615
Closed -$34K – 174
2015
Q3 		$34K Buy
+615
New +$33.1K 0.01% 267

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

Moneta Group Investment Advisors's BR Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,153 shares — an estimated $257K sold.

Moneta Group Investment Advisors first reported a position in BR in Q3 2015 and held it in 12 quarters. The position peaked at $383K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,153 Broadridge shares in Q1 2026, an estimated $257K.
  • Moneta Group Investment Advisors first reported a position in Broadridge in Q3 2015 and held it in 12 quarters.
  • Moneta Group Investment Advisors's Broadridge position peaked at $383K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.