Peterson Wealth Services
BR icon

Peterson Wealth Services’s Broadridge BR Stock Holding History

Peterson Wealth 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
Q3 		$305K Buy
+1,894
New +$309K 0.06% 114

Other funds holding BR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Peterson Wealth Services's BR Position: Q3 2026 in Review

Peterson Wealth Services opened a new position in Broadridge (BR) in Q3 2026: 1,894 shares worth $305K. The stake represents 0.06% of the portfolio and ranks #114 among its holdings.

910 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Peterson Wealth Services held 1,894 shares of Broadridge worth $305K as of Q3 2026.
  • Broadridge was a new Peterson Wealth Services position in Q3 2026.
  • Broadridge made up 0.06% of Peterson Wealth Services's portfolio in Q3 2026, its #114 holding.
  • 910 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.