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Novak & Powell Financial Services’s Broadridge BR Stock Holding History

Novak & Powell Financial Services’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
-1,152
Closed -$257K – 166
2025
Q4 		$257K Hold
1,152
– – 0.13% 129
2025
Q3 		$274K Hold
1,152
– – 0.14% 129
2025
Q2 		$280K Hold
1,152
– – 0.19% 110
2025
Q1 		$279K Hold
1,152
– – 0.17% 115
2024
Q4 		$261K Hold
1,152
– – 0.16% 119
2024
Q3 		$248K Buy
1,152
+3
+0.3% +$627 0.14% 136
2024
Q2 		$226K Buy
+1,149
New +$228K 0.14% 132
2024
Q1 		– Sell
-1,142
Closed -$235K – 147
2023
Q4 		$235K Buy
+1,142
New +$211K 0.16% 118

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

Novak & Powell Financial Services's BR Position: Q1 2026 in Review

Novak & Powell Financial Services sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,152 shares — an estimated $257K sold.

Novak & Powell Financial Services first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $280K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Novak & Powell Financial Services reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Novak & Powell Financial Services sold 1,152 Broadridge shares in Q1 2026, an estimated $257K.
  • Novak & Powell Financial Services first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
  • Novak & Powell Financial Services's Broadridge position peaked at $280K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.