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National Wealth Management Group’s Broadridge BR Stock Holding History

National Wealth Management Group’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 		– Sell
-1,434
Closed -$233K – 228
2026
Q1 		$233K Sell
1,434
-59
-4% -$11.2K 0.09% 196
2025
Q4 		$333K Buy
+1,493
New +$341K 0.12% 168

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

National Wealth Management Group's BR Position: Q2 2026 in Review

National Wealth Management Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,434 shares — an estimated $233K sold.

National Wealth Management Group first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $333K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • National Wealth Management Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,434 Broadridge shares in Q2 2026, an estimated $233K.
  • National Wealth Management Group first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
  • National Wealth Management Group's Broadridge position peaked at $333K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.