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Mowery & Schoenfeld Wealth Management’s Broadridge BR Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-12
Closed -$2.68K – 377
2025
Q4 		$2.68K Buy
+12
New +$2.74K ﹤0.01% 383
2025
Q3 		– Sell
-1
Closed -$244 – 387
2025
Q2 		$244 Hold
1
– – ﹤0.01% 383
2025
Q1 		$243 Hold
1
– – ﹤0.01% 444
2024
Q4 		$227 Buy
+1
New +$224 ﹤0.01% 480

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BR Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 12 shares — an estimated $2.68K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BR in Q4 2024 and held it in 4 quarters. The position peaked at $2.68K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 12 Broadridge shares in Q1 2026, an estimated $2.68K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Broadridge in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Broadridge position peaked at $2.68K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.