Triangle Securities Wealth Management
BR icon

Triangle Securities Wealth Management’s Broadridge BR Stock Holding History

Triangle Securities 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
2026
Q3 		$325K Sell
2,017
-47
-2% -$7.68K 0.06% 176
2026
Q2 		$283K Sell
2,064
-1,206
-37% -$182K 0.06% 194
2026
Q1 		$531K Sell
3,270
-486
-13% -$92.3K 0.12% 155
2025
Q4 		$838K Buy
3,756
+260
+7% +$59.3K 0.18% 118
2025
Q3 		$833K Buy
3,496
+270
+8% +$67.2K 0.19% 119
2025
Q2 		$784K Buy
+3,226
New +$767K 0.19% 117
2021
Q2 		– Sell
-6,937
Closed -$1.06M – 176
2021
Q1 		$1.06M Hold
6,937
– – 0.38% 81
2020
Q4 		$1.06M Buy
6,937
+60
+0.9% +$8.7K 0.42% 78
2020
Q3 		$908K Sell
6,877
-125
-2% -$16.7K 0.41% 77
2020
Q2 		$884K Buy
7,002
+701
+11% +$81.2K 0.42% 72
2020
Q1 		$598K Buy
+6,301
New +$719K 0.34% 88

Other funds holding BR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Triangle Securities Wealth Management's BR Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its Broadridge (BR) stake by 2.3% in Q3 2026, selling an estimated $7.68K and leaving 2,017 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #176.

Triangle Securities Wealth Management first reported a position in BR in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2020. 910 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Triangle Securities Wealth Management held 2,017 shares of Broadridge worth $325K as of Q3 2026.
  • Triangle Securities Wealth Management sold 47 Broadridge shares in Q3 2026, an estimated $7.68K.
  • Broadridge made up 0.06% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Triangle Securities Wealth Management first reported a position in Broadridge in Q1 2020 and has held it in 11 quarters since.
  • Triangle Securities Wealth Management's Broadridge position peaked at $1.06M in Q4 2020.
  • 910 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.