SW
BR icon

Simplicity Wealth’s Broadridge BR Stock Holding History

Simplicity 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
Q2 		$1.35M Buy
9,848
+1,922
+24% +$290K 0.05% 357
2026
Q1 		$1.29M Buy
7,926
+1,506
+23% +$286K 0.07% 247
2025
Q4 		$1.43M Buy
6,420
+209
+3% +$47.7K 0.09% 226
2025
Q3 		$1.48M Sell
6,211
-2,679
-30% -$667K 0.09% 225
2025
Q2 		$2.16M Buy
8,890
+2,487
+39% +$591K 0.09% 208
2025
Q1 		$1.55M Buy
+6,403
New +$1.51M 0.12% 186
2024
Q4 		– Sell
-3,953
Closed -$850K – 355
2024
Q3 		$850K Sell
3,953
-12,042
-75% -$2.52M 0.08% 220
2024
Q2 		$3.15M Buy
15,995
+98
+0.6% +$19.4K 0.07% 259
2024
Q1 		$3.26M Buy
15,897
+13,549
+577% +$2.73M 0.08% 256
2023
Q4 		$483K Buy
+2,348
New +$433K 0.19% 99

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Simplicity Wealth's BR Position: Q2 2026 in Review

Simplicity Wealth increased its Broadridge (BR) stake by 24% in Q2 2026, buying an estimated $290K and bringing the position to 9,848 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #357.

Simplicity Wealth first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.26M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Simplicity Wealth held 9,848 shares of Broadridge worth $1.35M as of Q2 2026.
  • Simplicity Wealth bought 1,922 Broadridge shares in Q2 2026, an estimated $290K.
  • Broadridge made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #357 holding.
  • Simplicity Wealth first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Broadridge position peaked at $3.26M in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.