OF
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Optimize Financial’s Broadridge BR Stock Holding History

Optimize Financial’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 		$393K Buy
2,419
+597
+33% +$113K 0.19% 200
2025
Q4 		$407K Buy
1,822
+24
+1% +$5.47K 0.2% 207
2025
Q3 		$428K Buy
1,798
+264
+17% +$65.8K 0.22% 183
2025
Q2 		$373K Sell
1,534
-10
-0.6% -$2.38K 0.23% 131
2025
Q1 		$374K Sell
1,544
-60
-4% -$14.1K 0.27% 127
2024
Q4 		$363K Buy
+1,604
New +$359K 0.27% 108

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

Optimize Financial's BR Position: Q1 2026 in Review

Optimize Financial increased its Broadridge (BR) stake by 33% in Q1 2026, buying an estimated $113K and bringing the position to 2,419 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #200.

Optimize Financial first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $428K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Optimize Financial held 2,419 shares of Broadridge worth $393K as of Q1 2026.
  • Optimize Financial bought 597 Broadridge shares in Q1 2026, an estimated $113K.
  • Broadridge made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #200 holding.
  • Optimize Financial first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Broadridge position peaked at $428K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.