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Savvy Advisors Inc’s Broadridge BR Stock Holding History

Savvy Advisors Inc’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 		$279K Sell
1,715
-909
-35% -$173K 0.01% 908
2025
Q4 		$586K Buy
+2,624
New +$598K 0.02% 519

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

Savvy Advisors Inc's BR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Broadridge (BR) stake by 35% in Q1 2026, selling an estimated $173K and leaving 1,715 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #908.

Savvy Advisors Inc first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $586K in Q4 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Savvy Advisors Inc held 1,715 shares of Broadridge worth $279K as of Q1 2026.
  • Savvy Advisors Inc sold 909 Broadridge shares in Q1 2026, an estimated $173K.
  • Broadridge made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #908 holding.
  • Savvy Advisors Inc first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Broadridge position peaked at $586K in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.