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Sagespring Wealth Partners’s Broadridge BR Stock Holding History

Sagespring 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 		– Sell
-1,171
Closed -$261K – 800
2025
Q4 		$261K Sell
1,171
-565
-33% -$129K ﹤0.01% 670
2025
Q3 		$413K Buy
1,736
+474
+38% +$118K 0.01% 507
2025
Q2 		$307K Buy
1,262
+194
+18% +$46.1K 0.01% 570
2025
Q1 		$259K Buy
1,068
+130
+14% +$30.6K 0.01% 562
2024
Q4 		$212K Buy
+938
New +$210K 0.01% 578

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

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

Sagespring Wealth Partners sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,171 shares — an estimated $261K sold.

Sagespring Wealth Partners first reported a position in BR in Q4 2024 and held it in 5 quarters. The position peaked at $413K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,171 Broadridge shares in Q1 2026, an estimated $261K.
  • Sagespring Wealth Partners first reported a position in Broadridge in Q4 2024 and held it in 5 quarters.
  • Sagespring Wealth Partners's Broadridge position peaked at $413K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.