RWM
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Rialto Wealth Management’s Broadridge BR Stock Holding History

Rialto Wealth Management’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 		$3.29K Buy
24
+9
+60% +$1.36K ﹤0.01% 924
2026
Q1 		$2.44K Buy
15
+7
+88% +$1.33K ﹤0.01% 795
2025
Q4 		$1.79K Buy
8
+2
+33% +$456 ﹤0.01% 785
2025
Q3 		$1.43K Buy
6
+1
+20% +$249 ﹤0.01% 783
2025
Q2 		$1.22K Buy
5
+3
+150% +$713 ﹤0.01% 768
2025
Q1 		$485 Buy
+2
New +$471 ﹤0.01% 886

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

Rialto Wealth Management's BR Position: Q2 2026 in Review

Rialto Wealth Management increased its Broadridge (BR) stake by 60% in Q2 2026, buying an estimated $1.36K and bringing the position to 24 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Rialto Wealth Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rialto Wealth Management held 24 shares of Broadridge worth $3.29K as of Q2 2026.
  • Rialto Wealth Management bought 9 Broadridge shares in Q2 2026, an estimated $1.36K.
  • Broadridge made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #924 holding.
  • Rialto Wealth Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.