Private Wealth Asset Management’s Broadridge BR Stock Holding History

Private Wealth Asset Management’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	$174K	Buy	1,269 +1,075	+554%	+$162K	0.02%	278
2026 Q1	$31.5K	Sell	194 -555	-74%	-$105K	﹤0.01%	498
2025 Q4	$167K	Sell	749 -6	-0.8%	-$1.37K	0.02%	280
2025 Q3	$180K	Sell	755 -7	-0.9%	-$1.74K	0.02%	250
2025 Q2	$185K	Sell	762 -14	-2%	-$3.33K	0.02%	242
2025 Q1	$188K	Buy	+776	New	+$183K	0.03%	238

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Private Wealth Asset Management's BR Position: Q2 2026 in Review

Private Wealth Asset Management increased its Broadridge (BR) stake by 554% in Q2 2026, buying an estimated $162K and bringing the position to 1,269 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #278.

Private Wealth Asset Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $188K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Private Wealth Asset Management held 1,269 shares of Broadridge worth $174K as of Q2 2026.
Private Wealth Asset Management bought 1,075 Broadridge shares in Q2 2026, an estimated $162K.
Broadridge made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #278 holding.
Private Wealth Asset Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Broadridge position peaked at $188K in Q1 2025.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.