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TD Private Client Wealth’s Broadridge BR Stock Holding History

TD Private Client Wealth’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 		$352K Buy
2,163
+79
+4% +$15K 0.01% 545
2025
Q4 		$465K Sell
2,084
-283
-12% -$64.5K 0.01% 493
2025
Q3 		$564K Sell
2,367
-242
-9% -$60.3K 0.01% 457
2025
Q2 		$634K Sell
2,609
-305
-10% -$72.5K 0.02% 436
2025
Q1 		$707K Buy
2,914
+134
+5% +$31.5K 0.02% 389
2024
Q4 		$629K Hold
2,780
– – 0.02% 424
2024
Q3 		$598K Sell
2,780
-44
-2% -$9.2K 0.02% 434
2024
Q2 		$556K Buy
2,824
+94
+3% +$18.6K 0.02% 420
2024
Q1 		$559K Sell
2,730
-615
-18% -$124K 0.02% 438
2023
Q4 		$688K Sell
3,345
-305
-8% -$56.3K 0.02% 388
2023
Q3 		$654K Buy
3,650
+111
+3% +$19.7K 0.03% 377
2023
Q2 		$586K Sell
3,539
-85
-2% -$12.9K 0.03% 417
2023
Q1 		$531K Buy
3,624
+613
+20% +$87.7K 0.02% 421
2022
Q4 		$404K Sell
3,011
-108
-3% -$15.3K 0.02% 452
2022
Q3 		$450K Sell
3,119
-38
-1% -$6.17K 0.02% 417
2022
Q2 		$450K Sell
3,157
-240
-7% -$34.8K 0.02% 421
2022
Q1 		$529K Buy
3,397
+182
+6% +$27.9K 0.02% 414
2021
Q4 		$588K Sell
3,215
-308
-9% -$54.1K 0.02% 399
2021
Q3 		$587K Sell
3,523
-155
-4% -$26.4K 0.03% 386
2021
Q2 		$594K Sell
3,678
-19
-0.5% -$3.04K 0.03% 389
2021
Q1 		$566K Buy
3,697
+37
+1% +$5.46K 0.03% 370
2020
Q4 		$561K Sell
3,660
-1,029
-22% -$149K 0.03% 366
2020
Q3 		$619K Buy
4,689
+9
+0.2% +$1.2K 0.03% 336
2020
Q2 		$591K Sell
4,680
-1,116
-19% -$129K 0.03% 339
2020
Q1 		$550K Buy
5,796
+316
+6% +$36.1K 0.04% 313
2019
Q4 		$677K Buy
+5,480
New +$670K 0.04% 315

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

TD Private Client Wealth's BR Position: Q1 2026 in Review

TD Private Client Wealth increased its Broadridge (BR) stake by 3.8% in Q1 2026, buying an estimated $15K and bringing the position to 2,163 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #545.

TD Private Client Wealth first reported a position in BR in Q4 2019 and has held it in 26 quarters since. The position peaked at $707K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • TD Private Client Wealth held 2,163 shares of Broadridge worth $352K as of Q1 2026.
  • TD Private Client Wealth bought 79 Broadridge shares in Q1 2026, an estimated $15K.
  • Broadridge made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #545 holding.
  • TD Private Client Wealth first reported a position in Broadridge in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Broadridge position peaked at $707K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.