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RDA Financial Network’s Broadridge BR Stock Holding History

RDA Financial Network’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
-939
Closed -$210K – 276
2025
Q4 		$210K Sell
939
-10
-1% -$2.28K 0.05% 257
2025
Q3 		$226K Sell
949
-23
-2% -$5.73K 0.06% 242
2025
Q2 		$236K Sell
972
-21
-2% -$4.99K 0.06% 231
2025
Q1 		$241K Sell
993
-1
-0.1% -$235 0.07% 217
2024
Q4 		$225K Sell
994
-21
-2% -$4.7K 0.07% 224
2024
Q3 		$218K Sell
1,015
-25
-2% -$5.23K 0.07% 219
2024
Q2 		$205K Sell
1,040
-2
-0.2% -$397 0.07% 219
2024
Q1 		$213K Sell
1,042
-40
-4% -$8.07K 0.07% 214
2023
Q4 		$223K Buy
+1,082
New +$200K 0.08% 209

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

RDA Financial Network's BR Position: Q1 2026 in Review

RDA Financial Network sold out of Broadridge (BR) in Q1 2026, closing a stake of 939 shares — an estimated $210K sold.

RDA Financial Network first reported a position in BR in Q4 2023 and held it in 9 quarters. The position peaked at $241K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • RDA Financial Network reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • RDA Financial Network sold 939 Broadridge shares in Q1 2026, an estimated $210K.
  • RDA Financial Network first reported a position in Broadridge in Q4 2023 and held it in 9 quarters.
  • RDA Financial Network's Broadridge position peaked at $241K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on RDA Financial Network's 13F filing for Q1 2026, filed 8 Apr 2026.