SWM
BR icon

Steinberganna Wealth Management’s Broadridge BR Stock Holding History

Steinberganna 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
2025
Q4 		– Sell
-880
Closed -$210K – 130
2025
Q3 		$210K Buy
+880
New +$219K 0.1% 122

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Steinberganna Wealth Management's BR Position: Q4 2025 in Review

Steinberganna Wealth Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 880 shares — an estimated $210K sold.

Steinberganna Wealth Management first reported a position in BR in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 1,134 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Steinberganna Wealth Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Steinberganna Wealth Management sold 880 Broadridge shares in Q4 2025, an estimated $210K.
  • Steinberganna Wealth Management first reported a position in Broadridge in Q3 2025 and held it in 1 quarter.
  • Steinberganna Wealth Management's Broadridge position peaked at $210K in Q3 2025.
  • 1,134 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Steinberganna Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.