Q1WB
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Quest 10 Wealth Builders’s Broadridge BR Stock Holding History

Quest 10 Wealth Builders’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 		$2.74K Hold
20
– – ﹤0.01% 596
2026
Q1 		$3.25K Hold
20
– – ﹤0.01% 574
2025
Q4 		$4.46K Sell
20
-5
-20% -$1.14K ﹤0.01% 510
2025
Q3 		$5.95K Sell
25
-90
-78% -$22.4K 0.01% 461
2025
Q2 		$27.9K Buy
115
+95
+475% +$22.6K 0.03% 240
2025
Q1 		$4.85K Hold
20
– – 0.01% 468
2024
Q4 		$4.52K Buy
+20
New +$4.48K ﹤0.01% 508

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

Quest 10 Wealth Builders's BR Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Broadridge (BR) position steady in Q2 2026 at 20 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Quest 10 Wealth Builders first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.9K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Quest 10 Wealth Builders held 20 shares of Broadridge worth $2.74K as of Q2 2026.
  • Quest 10 Wealth Builders left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #596 holding.
  • Quest 10 Wealth Builders first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Broadridge position peaked at $27.9K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.