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Strategic Blueprint’s Broadridge BR Stock Holding History

Strategic Blueprint’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 		– Sell
-908
Closed -$203K – 648
2025
Q4 		$203K Buy
908
+28
+3% +$6.39K 0.01% 630
2025
Q3 		$210K Buy
880
+47
+6% +$11.7K 0.01% 692
2025
Q2 		$202K Sell
833
-132
-14% -$31.4K 0.01% 659
2025
Q1 		$234K Sell
965
-345
-26% -$81.2K 0.01% 607
2024
Q4 		$296K Buy
1,310
+85
+7% +$19K 0.02% 524
2024
Q3 		$263K Sell
1,225
-1
-0.1% -$209 0.02% 547
2024
Q2 		$242K Buy
+1,226
New +$243K 0.02% 543
2021
Q3 		– Sell
-524
Closed -$85K – 514
2021
Q2 		$85K Buy
+524
New +$83.8K 0.01% 530
2019
Q4 		– Sell
-500
Closed -$62K – 133
2019
Q3 		$62K Buy
+500
New +$64.4K 0.05% 134

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

Strategic Blueprint's BR Position: Q1 2026 in Review

Strategic Blueprint sold out of Broadridge (BR) in Q1 2026, closing a stake of 908 shares — an estimated $203K sold.

Strategic Blueprint first reported a position in BR in Q3 2019 and held it in 9 quarters. The position peaked at $296K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Strategic Blueprint reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Strategic Blueprint sold 908 Broadridge shares in Q1 2026, an estimated $203K.
  • Strategic Blueprint first reported a position in Broadridge in Q3 2019 and held it in 9 quarters.
  • Strategic Blueprint's Broadridge position peaked at $296K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.