NWMG
BR icon

Nicholson Wealth Management Group’s Broadridge BR Stock Holding History

Nicholson 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
Q1 		$1.31M Buy
8,045
+510
+7% +$96.9K 0.76% 76
2025
Q4 		$1.68M Buy
7,535
+499
+7% +$114K 0.99% 69
2025
Q3 		$1.68M Buy
7,036
+359
+5% +$89.4K 0.98% 50
2025
Q2 		$1.62M Buy
6,677
+118
+2% +$28K 1% 46
2025
Q1 		$1.59M Buy
6,559
+268
+4% +$63.1K 1.04% 39
2024
Q4 		$1.42M Buy
6,291
+2,035
+48% +$456K 0.95% 63
2024
Q3 		$915K Buy
+4,256
New +$890K 0.75% 42

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

Nicholson Wealth Management Group's BR Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Broadridge (BR) stake by 6.8% in Q1 2026, buying an estimated $96.9K and bringing the position to 8,045 shares worth $1.31M. The position accounts for 0.76% of the portfolio, ranked #76.

Nicholson Wealth Management Group first reported a position in BR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Nicholson Wealth Management Group held 8,045 shares of Broadridge worth $1.31M as of Q1 2026.
  • Nicholson Wealth Management Group bought 510 Broadridge shares in Q1 2026, an estimated $96.9K.
  • Broadridge made up 0.76% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #76 holding.
  • Nicholson Wealth Management Group first reported a position in Broadridge in Q3 2024 and has held it in 7 quarters since.
  • Nicholson Wealth Management Group's Broadridge position peaked at $1.68M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.