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Provenance Wealth Advisors’s Broadridge BR Stock Holding History

Provenance Wealth Advisors’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 		$274 Buy
+2
New +$302 ﹤0.01% 600
2024
Q1 		– Sell
-14
Closed -$2.88K – 551
2023
Q4 		$2.88K Buy
+14
New +$2.58K ﹤0.01% 408

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

Provenance Wealth Advisors's BR Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Broadridge (BR) in Q2 2026: 2 shares worth $274. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in BR as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in BR in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.88K in Q4 2023. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Provenance Wealth Advisors held 2 shares of Broadridge worth $274 as of Q2 2026.
  • Broadridge was a new Provenance Wealth Advisors position in Q2 2026.
  • Broadridge made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #600 holding.
  • Provenance Wealth Advisors first reported a position in Broadridge in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Broadridge position peaked at $2.88K in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.