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Prosperity Consulting Group’s Broadridge BR Stock Holding History

Prosperity Consulting 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
Q1 		– Sell
-920
Closed -$205K – 528
2025
Q4 		$205K Buy
920
+66
+8% +$15.1K 0.01% 494
2025
Q3 		$203K Sell
854
-40
-4% -$9.96K 0.01% 481
2025
Q2 		$217K Buy
894
+31
+4% +$7.37K 0.02% 428
2025
Q1 		$209K Buy
+863
New +$203K 0.02% 443

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperity Consulting Group's BR Position: Q1 2026 in Review

Prosperity Consulting Group sold out of Broadridge (BR) in Q1 2026, closing a stake of 920 shares — an estimated $205K sold.

Prosperity Consulting Group first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $217K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Prosperity Consulting Group reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Prosperity Consulting Group sold 920 Broadridge shares in Q1 2026, an estimated $205K.
  • Prosperity Consulting Group first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
  • Prosperity Consulting Group's Broadridge position peaked at $217K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.