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RWA Wealth Partners’s Broadridge BR Stock Holding History

RWA Wealth Partners’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 		$940K Sell
6,865
-154
-2% -$23.3K 0.01% 361
2026
Q1 		$1.14M Sell
7,019
-139
-2% -$26.4K 0.01% 327
2025
Q4 		$1.6M Sell
7,158
-1,196
-14% -$273K 0.02% 287
2025
Q3 		$1.99M Hold
8,354
– – 0.02% 257
2025
Q2 		$2.03M Hold
8,354
– – 0.03% 247
2025
Q1 		$2.03M Sell
8,354
-2,726
-25% -$642K 0.03% 245
2024
Q4 		$2.51M Buy
11,080
+4,215
+61% +$944K 0.03% 221
2024
Q3 		$1.48M Sell
6,865
-1
-0% -$209 0.02% 275
2024
Q2 		$1.35M Buy
6,866
+1
+0% +$198 0.02% 273
2024
Q1 		$1.41M Buy
6,865
+7
+0.1% +$1.41K 0.02% 269
2023
Q4 		$1.41M Buy
+6,858
New +$1.27M 0.02% 259
2018
Q3 		– Sell
-526
Closed -$61K – 289
2018
Q2 		$61K Hold
526
– – 0.01% 376
2018
Q1 		$58K Buy
+526
New +$52.2K 0.01% 319

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

RWA Wealth Partners's BR Position: Q2 2026 in Review

RWA Wealth Partners reduced its Broadridge (BR) stake by 2.2% in Q2 2026, selling an estimated $23.3K and leaving 6,865 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #361.

RWA Wealth Partners first reported a position in BR in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.51M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • RWA Wealth Partners held 6,865 shares of Broadridge worth $940K as of Q2 2026.
  • RWA Wealth Partners sold 154 Broadridge shares in Q2 2026, an estimated $23.3K.
  • Broadridge made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • RWA Wealth Partners first reported a position in Broadridge in Q1 2018 and has held it in 13 quarters since.
  • RWA Wealth Partners's Broadridge position peaked at $2.51M in Q4 2024.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.