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Safe Harbor Fiduciary’s Broadridge BR Stock Holding History

Safe Harbor Fiduciary’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 		$233K Buy
1,434
+138
+11% +$26.2K 0.22% 52
2025
Q4 		$289K Buy
+1,296
New +$296K 0.26% 52
2025
Q2 		$307K Sell
1,264
-80
-6% -$19K 0.29% 66
2025
Q1 		$326K Hold
1,344
– – 0.34% 58
2024
Q4 		$304K Hold
1,344
– – 0.31% 60
2024
Q3 		$289K Buy
+1,344
New +$281K 0.27% 65

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

Safe Harbor Fiduciary's BR Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Broadridge (BR) stake by 11% in Q1 2026, buying an estimated $26.2K and bringing the position to 1,434 shares worth $233K. The position accounts for 0.22% of the portfolio, ranked #52.

Safe Harbor Fiduciary first reported a position in BR in Q3 2024 and has held it in 6 quarters since. The position peaked at $326K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Safe Harbor Fiduciary held 1,434 shares of Broadridge worth $233K as of Q1 2026.
  • Safe Harbor Fiduciary bought 138 Broadridge shares in Q1 2026, an estimated $26.2K.
  • Broadridge made up 0.22% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #52 holding.
  • Safe Harbor Fiduciary first reported a position in Broadridge in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Broadridge position peaked at $326K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.