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Principia Wealth Advisory’s Broadridge BR Stock Holding History

Principia Wealth Advisory’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 		$1.37K Sell
10
-3
-23% -$453 ﹤0.01% 696
2026
Q1 		$2.11K Buy
13
+9
+225% +$1.71K ﹤0.01% 506
2025
Q4 		$893 Sell
4
-156
-98% -$35.6K ﹤0.01% 704
2025
Q3 		$38.1K Buy
160
+157
+5,233% +$39.1K 0.03% 137
2025
Q2 		$729 Buy
3
+1
+50% +$238 ﹤0.01% 652
2025
Q1 		$465 Hold
2
– – ﹤0.01% 591
2024
Q4 		$452 Buy
+2
New +$448 ﹤0.01% 575

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

Principia Wealth Advisory's BR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Broadridge (BR) stake by 23% in Q2 2026, selling an estimated $453 and leaving 10 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Principia Wealth Advisory first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.1K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Principia Wealth Advisory held 10 shares of Broadridge worth $1.37K as of Q2 2026.
  • Principia Wealth Advisory sold 3 Broadridge shares in Q2 2026, an estimated $453.
  • Broadridge made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #696 holding.
  • Principia Wealth Advisory first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Broadridge position peaked at $38.1K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.