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Private Wealth Management Group’s Broadridge BR Stock Holding History

Private 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 		$12.4K Sell
91
-23
-20% -$3.47K ﹤0.01% 523
2026
Q1 		$18.6K Buy
114
+45
+65% +$8.55K ﹤0.01% 358
2025
Q4 		$15.5K Hold
69
– – ﹤0.01% 382
2025
Q3 		$16.5K Hold
69
– – ﹤0.01% 380
2025
Q2 		$16.8K Hold
69
– – 0.01% 350
2025
Q1 		$16.8K Hold
69
– – 0.01% 337
2024
Q4 		$15.6K Hold
69
– – 0.01% 372
2024
Q3 		$14.8K Hold
69
– – 0.01% 353
2024
Q2 		$13.6K Hold
69
– – 0.01% 369
2024
Q1 		$14.1K Buy
69
+20
+41% +$4.03K 0.01% 338
2023
Q4 		$10.1K Buy
+49
New +$9.04K 0.01% 402

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

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

Private Wealth Management Group reduced its Broadridge (BR) stake by 20% in Q2 2026, selling an estimated $3.47K and leaving 91 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Private Wealth Management Group first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Private Wealth Management Group held 91 shares of Broadridge worth $12.4K as of Q2 2026.
  • Private Wealth Management Group sold 23 Broadridge shares in Q2 2026, an estimated $3.47K.
  • Broadridge made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #523 holding.
  • Private Wealth Management Group first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Broadridge position peaked at $18.6K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.