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Seaside Wealth Management’s Broadridge BR Stock Holding History

Seaside Wealth Management’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
-1,095
Closed -$244K – 66
2025
Q4 		$244K Sell
1,095
-7
-0.6% -$1.6K 0.07% 60
2025
Q3 		$262K Buy
1,102
+4
+0.4% +$996 0.08% 60
2025
Q2 		$267K Buy
1,098
+24
+2% +$5.7K 0.08% 60
2025
Q1 		$260K Sell
1,074
-81
-7% -$19.1K 0.09% 54
2024
Q4 		$261K Buy
1,155
+5
+0.4% +$1.12K 0.1% 50
2024
Q3 		$247K Buy
1,150
+5
+0.4% +$1.05K 0.09% 54
2024
Q2 		$226K Buy
1,145
+4
+0.4% +$793 0.09% 55
2024
Q1 		$234K Buy
1,141
+5
+0.4% +$1.01K 0.1% 50
2023
Q4 		$234K Buy
1,136
+5
+0.4% +$922 0.11% 49
2023
Q3 		$203K Buy
+1,131
New +$200K 0.1% 50

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

Seaside Wealth Management's BR Position: Q1 2026 in Review

Seaside Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,095 shares — an estimated $244K sold.

Seaside Wealth Management first reported a position in BR in Q3 2023 and held it in 10 quarters. The position peaked at $267K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Seaside Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Seaside Wealth Management sold 1,095 Broadridge shares in Q1 2026, an estimated $244K.
  • Seaside Wealth Management first reported a position in Broadridge in Q3 2023 and held it in 10 quarters.
  • Seaside Wealth Management's Broadridge position peaked at $267K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.