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Trask Adam Roland’s Broadridge BR Stock Holding History

Trask Adam Roland’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 		$8.12K Buy
+50
New +$9.5K 0.01% 168

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trask Adam Roland's BR Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Broadridge (BR) in Q1 2026: 50 shares worth $8.12K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings.

1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Trask Adam Roland held 50 shares of Broadridge worth $8.12K as of Q1 2026.
  • Broadridge was a new Trask Adam Roland position in Q1 2026.
  • Broadridge made up 0.01% of Trask Adam Roland's portfolio in Q1 2026, its #168 holding.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.