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Signal Advisors Wealth’s Broadridge BR Stock Holding History

Signal Advisors Wealth’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 		$6.58M Buy
40,519
+3,613
+10% +$686K 0.45% 57
2025
Q4 		$8.24M Buy
36,906
+1,964
+6% +$448K 0.65% 36
2025
Q3 		$8.32M Buy
34,942
+11,603
+50% +$2.89M 0.75% 34
2025
Q2 		$5.67M Buy
23,339
+1,803
+8% +$428K 0.44% 59
2025
Q1 		$5.22M Buy
21,536
+3,340
+18% +$786K 0.51% 52
2024
Q4 		$4.13M Buy
18,196
+3,699
+26% +$829K 0.47% 64
2024
Q3 		$3.12M Buy
+14,497
New +$3.03M 0.45% 59
2024
Q2 		– Sell
-4,500
Closed -$922K – 97
2024
Q1 		$922K Buy
4,500
+2,273
+102% +$458K 0.23% 96
2023
Q4 		$460K Buy
+2,227
New +$411K 0.16% 127

Other funds holding BR

BlackRock
BlackRock New York $5.7T 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 $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return