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NVWM LLC’s Broadridge BR Stock Holding History

NVWM LLC’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 		$975 Buy
6
+4
+200% +$760 ﹤0.01% 581
2025
Q4 		$446 Buy
2
+1
+100% +$228 ﹤0.01% 659
2025
Q3 		$238 Hold
1
– – ﹤0.01% 637
2025
Q2 		$243 Sell
1
-1
-50% -$238 ﹤0.01% 640
2025
Q1 		$485 Buy
2
+1
+100% +$235 ﹤0.01% 572
2024
Q4 		$226 Hold
1
– – ﹤0.01% 612
2024
Q3 		$215 Hold
1
– – ﹤0.01% 606
2024
Q2 		$198 Hold
1
– – ﹤0.01% 595
2024
Q1 		$206 Buy
+1
New +$202 ﹤0.01% 557

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

NVWM LLC's BR Position: Q1 2026 in Review

NVWM LLC increased its Broadridge (BR) stake by 200% in Q1 2026, buying an estimated $760 and bringing the position to 6 shares worth $975. The position accounts for ﹤0.01% of the portfolio, ranked #581.

NVWM LLC first reported a position in BR in Q1 2024 and has held it in 9 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • NVWM LLC held 6 shares of Broadridge worth $975 as of Q1 2026.
  • NVWM LLC bought 4 Broadridge shares in Q1 2026, an estimated $760.
  • Broadridge made up ﹤0.01% of NVWM LLC's portfolio in Q1 2026, its #581 holding.
  • NVWM LLC first reported a position in Broadridge in Q1 2024 and has held it in 9 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.