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PAX Financial Group’s Broadridge BR Stock Holding History

PAX Financial 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 		– Sell
-962
Closed -$215K – 202
2025
Q4 		$215K Sell
962
-90
-9% -$20.5K 0.04% 201
2025
Q3 		$250K Buy
1,052
+126
+14% +$31.4K 0.05% 205
2025
Q2 		$225K Buy
926
+49
+6% +$11.6K 0.04% 219
2025
Q1 		$213K Buy
+877
New +$206K 0.04% 242

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAX Financial Group's BR Position: Q1 2026 in Review

PAX Financial Group sold out of Broadridge (BR) in Q1 2026, closing a stake of 962 shares — an estimated $215K sold.

PAX Financial Group first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $250K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • PAX Financial Group reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • PAX Financial Group sold 962 Broadridge shares in Q1 2026, an estimated $215K.
  • PAX Financial Group first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
  • PAX Financial Group's Broadridge position peaked at $250K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.