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Retirement Wealth Solutions’s Broadridge BR Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.94K Buy
+18
New +$2.94K ﹤0.01% 511
2026
Q2 		– Sell
-17
Closed -$2.57K – 800
2026
Q1 		$2.79K Sell
17
-28
-62% -$5.32K ﹤0.01% 435
2025
Q4 		$10.1K Hold
45
– – 0.01% 222
2025
Q3 		$10.7K Sell
45
-13
-22% -$3.24K 0.01% 221
2025
Q2 		$14.1K Hold
58
– – 0.01% 192
2025
Q1 		$14K Hold
58
– – 0.01% 180
2024
Q4 		$12.8K Buy
+58
New +$13K 0.01% 205

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Retirement Wealth Solutions's BR Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Broadridge (BR) in Q3 2026: 18 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in BR as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q2 2025. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Retirement Wealth Solutions held 18 shares of Broadridge worth $2.94K as of Q3 2026.
  • Broadridge was a new Retirement Wealth Solutions position in Q3 2026.
  • Broadridge made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #511 holding.
  • Retirement Wealth Solutions first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Broadridge position peaked at $14.1K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.