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Second Half Financial Partners’s Broadridge BR Stock Holding History

Second Half Financial 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
-1,896
Closed -$423K – 103
2025
Q4 		$423K Sell
1,896
-208
-10% -$47.4K 0.19% 51
2025
Q3 		$501K Buy
2,104
+102
+5% +$25.4K 0.22% 50
2025
Q2 		$487K Sell
2,002
-48
-2% -$11.4K 0.23% 43
2025
Q1 		$497K Sell
2,050
-2
-0.1% -$471 0.25% 49
2024
Q4 		$464K Buy
+2,052
New +$460K 0.23% 55

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VCM
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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

Second Half Financial Partners's BR Position: Q1 2026 in Review

Second Half Financial Partners sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,896 shares — an estimated $423K sold.

Second Half Financial Partners first reported a position in BR in Q4 2024 and held it in 5 quarters. The position peaked at $501K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Second Half Financial Partners reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 1,896 Broadridge shares in Q1 2026, an estimated $423K.
  • Second Half Financial Partners first reported a position in Broadridge in Q4 2024 and held it in 5 quarters.
  • Second Half Financial Partners's Broadridge position peaked at $501K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.