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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
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 $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

RWA Wealth Partners's BR Position: Q1 2026 in Review

RWA Wealth Partners reduced its Broadridge (BR) stake by 1.9% in Q1 2026, selling an estimated $26.4K and leaving 7,019 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #327.

RWA Wealth Partners first reported a position in BR in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • RWA Wealth Partners held 7,019 shares of Broadridge worth $1.14M as of Q1 2026.
  • RWA Wealth Partners sold 139 Broadridge shares in Q1 2026, an estimated $26.4K.
  • Broadridge made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #327 holding.
  • RWA Wealth Partners first reported a position in Broadridge in Q1 2018 and has held it in 12 quarters since.
  • RWA Wealth Partners's Broadridge position peaked at $2.51M in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.