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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
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 $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

Simplicity Wealth's BR Position: Q1 2026 in Review

Simplicity Wealth increased its Broadridge (BR) stake by 23% in Q1 2026, buying an estimated $286K and bringing the position to 7,926 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #247.

Simplicity Wealth first reported a position in BR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.26M in Q1 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Simplicity Wealth held 7,926 shares of Broadridge worth $1.29M as of Q1 2026.
  • Simplicity Wealth bought 1,506 Broadridge shares in Q1 2026, an estimated $286K.
  • Broadridge made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #247 holding.
  • Simplicity Wealth first reported a position in Broadridge in Q4 2023 and has held it in 9 quarters since.
  • Simplicity Wealth's Broadridge position peaked at $3.26M in Q1 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.