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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
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

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

Retirement Wealth Solutions's BR Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Broadridge (BR) in Q2 2026, closing a stake of 17 shares — an estimated $2.57K sold.

Retirement Wealth Solutions first reported a position in BR in Q4 2024 and held it in 6 quarters. The position peaked at $14.1K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 17 Broadridge shares in Q2 2026, an estimated $2.57K.
  • Retirement Wealth Solutions first reported a position in Broadridge in Q4 2024 and held it in 6 quarters.
  • Retirement Wealth Solutions's Broadridge position peaked at $14.1K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.