PFG
BR icon

Prosperity Financial Group’s Broadridge BR Stock Holding History

Prosperity Financial 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
-1,071
Closed -$239K – 188
2025
Q4 		$239K Sell
1,071
-82
-7% -$18.7K 0.09% 156
2025
Q3 		$275K Sell
1,153
-1
-0.1% -$249 0.1% 139
2025
Q2 		$280K Buy
+1,154
New +$274K 0.12% 132

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Prosperity Financial Group sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,071 shares — an estimated $239K sold.

Prosperity Financial Group first reported a position in BR in Q2 2025 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Prosperity Financial Group reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Prosperity Financial Group sold 1,071 Broadridge shares in Q1 2026, an estimated $239K.
  • Prosperity Financial Group first reported a position in Broadridge in Q2 2025 and held it in 3 quarters.
  • Prosperity Financial Group's Broadridge position peaked at $280K in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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