Petros Family Wealth’s Broadridge BR Stock Holding History

Petros Family Wealth’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	-1,221	Closed	-$272K	–	135
2025 Q4	$272K	Sell	1,221 -1	-0.1%	-$228	0.18%	113
2025 Q3	$291K	Buy	1,222 +3	+0.2%	+$747	0.24%	102
2025 Q2	$296K	Sell	1,219 -5	-0.4%	-$1.19K	0.27%	99
2025 Q1	$297K	Sell	1,224 -48	-4%	-$11.3K	0.33%	86
2024 Q4	$288K	Buy	+1,272	New	+$285K	0.31%	92

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Petros Family Wealth's BR Position: Q1 2026 in Review

Petros Family Wealth sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,221 shares — an estimated $272K sold.

Petros Family Wealth first reported a position in BR in Q4 2024 and held it in 5 quarters. The position peaked at $297K in Q1 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Petros Family Wealth reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 1,221 Broadridge shares in Q1 2026, an estimated $272K.
Petros Family Wealth first reported a position in Broadridge in Q4 2024 and held it in 5 quarters.
Petros Family Wealth's Broadridge position peaked at $297K in Q1 2025.
1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.