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Prestige Wealth Management Group’s Broadridge BR Stock Holding History

Prestige Wealth Management 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
Q2 		$214K Hold
1,554
– – 0.04% 159
2026
Q1 		$254K Hold
1,554
– – 0.05% 151
2025
Q4 		$348K Sell
1,554
-130
-8% -$29.6K 0.07% 132
2025
Q3 		$403K Hold
1,684
– – 0.08% 127
2025
Q2 		$411K Buy
1,684
+100
+6% +$23.8K 0.08% 116
2025
Q1 		$385K Hold
1,584
– – 0.08% 114
2024
Q4 		$360K Hold
1,584
– – 0.07% 124
2024
Q3 		$342K Hold
1,584
– – 0.07% 128
2024
Q2 		$313K Sell
1,584
-16
-1% -$3.17K 0.07% 117
2024
Q1 		$329K Sell
1,600
-22
-1% -$4.44K 0.07% 121
2023
Q4 		$335K Sell
1,622
-4
-0.2% -$738 0.08% 107
2023
Q3 		$292K Sell
1,626
-129
-7% -$22.8K 0.07% 110
2023
Q2 		$292K Sell
1,755
-739
-30% -$112K 0.07% 121
2023
Q1 		$367K Buy
2,494
+14
+0.6% +$2K 0.09% 105
2022
Q4 		$334K Sell
2,480
-13
-0.5% -$1.85K 0.09% 104
2022
Q3 		$361K Buy
2,493
+24
+1% +$3.9K 0.1% 99
2022
Q2 		$353K Hold
2,469
– – 0.1% 98
2022
Q1 		$384K Sell
2,469
-10
-0.4% -$1.53K 0.09% 98
2021
Q4 		$453K Buy
2,479
+9
+0.4% +$1.58K 0.11% 83
2021
Q3 		$411K Buy
2,470
+300
+14% +$51.1K 0.11% 79
2021
Q2 		$350K Hold
2,170
– – 0.09% 82
2021
Q1 		$332K Hold
2,170
– – 0.09% 79
2020
Q4 		$332K Sell
2,170
-43
-2% -$6.24K 0.09% 88
2020
Q3 		$292K Buy
2,213
+121
+6% +$16.2K 0.09% 92
2020
Q2 		$264K Buy
2,092
+43
+2% +$4.98K 0.09% 82
2020
Q1 		$194K Buy
2,049
+66
+3% +$7.53K 0.08% 81
2019
Q4 		$245K Buy
1,983
+18
+0.9% +$2.2K 0.13% 103
2019
Q3 		$245K Hold
1,965
– – 0.14% 99
2019
Q2 		$251K Sell
1,965
-313
-14% -$37.7K 0.15% 100
2019
Q1 		$236K Sell
2,278
-17
-0.7% -$1.71K 0.15% 105
2018
Q4 		$221K Buy
+2,295
New +$249K 0.16% 105

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Prestige Wealth Management Group's BR Position: Q2 2026 in Review

Prestige Wealth Management Group held its Broadridge (BR) position steady in Q2 2026 at 1,554 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #159.

Prestige Wealth Management Group first reported a position in BR in Q4 2018 and has held it in 31 quarters since. The position peaked at $453K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Prestige Wealth Management Group held 1,554 shares of Broadridge worth $214K as of Q2 2026.
  • Prestige Wealth Management Group left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #159 holding.
  • Prestige Wealth Management Group first reported a position in Broadridge in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Broadridge position peaked at $453K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.