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Three Bearings Fiduciary Advisors’s Broadridge BR Stock Holding History

Three Bearings Fiduciary Advisors’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
-5
Closed -$986 – 338
2025
Q4 		$986 Buy
+5
New +$1.14K ﹤0.01% 301

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Three Bearings Fiduciary Advisors's BR Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 5 shares — an estimated $986 sold.

Three Bearings Fiduciary Advisors first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $986 in Q4 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 5 Broadridge shares in Q1 2026, an estimated $986.
  • Three Bearings Fiduciary Advisors first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Broadridge position peaked at $986 in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.