Smartleaf Asset Management’s Broadridge BR Stock Holding History

Smartleaf Asset 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	$142K	Sell	870 -177	-17%	-$33.6K	0.01%	942
2025 Q4	$236K	Sell	1,047 -166	-14%	-$37.9K	0.01%	740
2025 Q3	$288K	Buy	1,213 +619	+104%	+$154K	0.02%	611
2025 Q2	$142K	Sell	594 -153	-20%	-$36.4K	0.01%	707
2025 Q1	$177K	Buy	747 +49	+7%	+$11.5K	0.02%	608
2024 Q4	$157K	Buy	698 +192	+38%	+$43K	0.02%	636
2024 Q3	$107K	Buy	506 +257	+103%	+$53.8K	0.01%	691
2024 Q2	$49.6K	Buy	249 +59	+31%	+$11.7K	0.01%	743
2024 Q1	$38.7K	Buy	+190	New	+$38.3K	0.01%	736

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's BR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Broadridge (BR) stake by 17% in Q1 2026, selling an estimated $33.6K and leaving 870 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #942.

Smartleaf Asset Management first reported a position in BR in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Smartleaf Asset Management held 870 shares of Broadridge worth $142K as of Q1 2026.
Smartleaf Asset Management sold 177 Broadridge shares in Q1 2026, an estimated $33.6K.
Broadridge made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #942 holding.
Smartleaf Asset Management first reported a position in Broadridge in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Broadridge position peaked at $288K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.