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Sound View Wealth Advisors Group’s Broadridge BR Stock Holding History

Sound View Wealth Advisors Group’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 		$251K Sell
1,544
-3
-0.2% -$570 0.02% 371
2025
Q4 		$345K Hold
1,547
– – 0.02% 331
2025
Q3 		$368K Hold
1,547
– – 0.03% 319
2025
Q2 		$376K Hold
1,547
– – 0.03% 313
2025
Q1 		$375K Buy
1,547
+3
+0.2% +$706 0.03% 301
2024
Q4 		$349K Sell
1,544
-35
-2% -$7.84K 0.03% 314
2024
Q3 		$340K Buy
1,579
+79
+5% +$16.5K 0.03% 315
2024
Q2 		$296K Hold
1,500
– – 0.03% 304
2024
Q1 		$307K Sell
1,500
-5
-0.3% -$1.01K 0.03% 304
2023
Q4 		$310K Hold
1,505
– – 0.03% 298
2023
Q3 		$269K Buy
1,505
+32
+2% +$5.67K 0.03% 306
2023
Q2 		$244K Buy
1,473
+13
+0.9% +$1.97K 0.03% 316
2023
Q1 		$214K Sell
1,460
-45
-3% -$6.44K 0.03% 338
2022
Q4 		$310K Buy
1,505
+44
+3% +$6.25K 0.03% 298
2022
Q3 		$211K Hold
1,461
– – 0.05% 253
2022
Q2 		$208K Sell
1,461
-2
-0.1% -$290 0.04% 267
2022
Q1 		$228K Buy
1,463
+2
+0.1% +$307 0.04% 271
2021
Q4 		$267K Hold
1,461
– – 0.05% 255
2021
Q3 		$243K Hold
1,461
– – 0.05% 258
2021
Q2 		$236K Hold
1,461
– – 0.05% 259
2021
Q1 		$224K Hold
1,461
– – 0.05% 249
2020
Q4 		$224K Buy
+1,461
New +$212K 0.05% 235
2019
Q3 		– Sell
-1,586
Closed -$203K – 240
2019
Q2 		$203K Buy
+1,586
New +$191K 0.06% 241

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

Sound View Wealth Advisors Group's BR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Broadridge (BR) stake by 0.19% in Q1 2026, selling an estimated $570 and leaving 1,544 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #371.

Sound View Wealth Advisors Group first reported a position in BR in Q2 2019 and has held it in 23 quarters since. The position peaked at $376K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,544 shares of Broadridge worth $251K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 3 Broadridge shares in Q1 2026, an estimated $570.
  • Broadridge made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #371 holding.
  • Sound View Wealth Advisors Group first reported a position in Broadridge in Q2 2019 and has held it in 23 quarters since.
  • Sound View Wealth Advisors Group's Broadridge position peaked at $376K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.