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Spire Wealth Management’s Broadridge BR Stock Holding History

Spire Wealth 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
Q2 		$257K Sell
1,876
-121
-6% -$18.3K 0.01% 714
2026
Q1 		$324K Buy
1,997
+11
+0.6% +$2.09K 0.01% 649
2025
Q4 		$443K Sell
1,986
-55
-3% -$12.5K 0.01% 569
2025
Q3 		$486K Sell
2,041
-42
-2% -$10.5K 0.02% 536
2025
Q2 		$506K Buy
2,083
+5
+0.2% +$1.19K 0.02% 502
2025
Q1 		$504K Buy
2,078
+34
+2% +$8K 0.02% 558
2024
Q4 		$462K Hold
2,044
– – 0.01% 564
2024
Q3 		$440K Sell
2,044
-8
-0.4% -$1.67K 0.01% 550
2024
Q2 		$404K Buy
2,052
+2
+0.1% +$397 0.01% 533
2024
Q1 		$420K Sell
2,050
-51
-2% -$10.3K 0.01% 571
2023
Q4 		$430K Buy
2,101
+1
+0% +$184 0.01% 551
2023
Q3 		$376K Sell
2,100
-20
-0.9% -$3.54K 0.01% 543
2023
Q2 		$351K Buy
2,120
+50
+2% +$7.57K 0.01% 576
2023
Q1 		$303K Sell
2,070
-87
-4% -$12.4K 0.01% 612
2022
Q4 		$289K Sell
2,157
-2
-0.1% -$284 0.02% 468
2022
Q3 		$312K Buy
2,159
+2
+0.1% +$325 0.02% 429
2022
Q2 		$307K Sell
2,157
-685
-24% -$99.4K 0.01% 625
2022
Q1 		$443K Sell
2,842
-3,430
-55% -$526K 0.01% 611
2021
Q4 		$1.15M Buy
6,272
+3,625
+137% +$637K 0.03% 435
2021
Q3 		$441K Sell
2,647
-4,242
-62% -$722K 0.01% 633
2021
Q2 		$1.11M Sell
6,889
-8,186
-54% -$1.31M 0.03% 398
2021
Q1 		$2.31M Buy
+15,075
New +$2.23M 0.06% 251

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

Spire Wealth Management's BR Position: Q2 2026 in Review

Spire Wealth Management reduced its Broadridge (BR) stake by 6.1% in Q2 2026, selling an estimated $18.3K and leaving 1,876 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #714.

Spire Wealth Management first reported a position in BR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.31M in Q1 2021. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Spire Wealth Management held 1,876 shares of Broadridge worth $257K as of Q2 2026.
  • Spire Wealth Management sold 121 Broadridge shares in Q2 2026, an estimated $18.3K.
  • Broadridge made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Spire Wealth Management first reported a position in Broadridge in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Broadridge position peaked at $2.31M in Q1 2021.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.