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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
Q2 		$1.22M Buy
8,888
+843
+10% +$127K 0.72% 72
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 $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

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

Nicholson Wealth Management Group increased its Broadridge (BR) stake by 10% in Q2 2026, buying an estimated $127K and bringing the position to 8,888 shares worth $1.22M. The position accounts for 0.72% of the portfolio, ranked #72.

Nicholson Wealth Management Group first reported a position in BR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Nicholson Wealth Management Group held 8,888 shares of Broadridge worth $1.22M as of Q2 2026.
  • Nicholson Wealth Management Group bought 843 Broadridge shares in Q2 2026, an estimated $127K.
  • Broadridge made up 0.72% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #72 holding.
  • Nicholson Wealth Management Group first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Broadridge position peaked at $1.68M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.