Turtle Creek Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Other funds holding BR
VCM
VPM
Turtle Creek Wealth Advisors's BR Position: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its Broadridge (BR) stake by 62% in Q1 2026, selling an estimated $562K and leaving 1,804 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #319.
Turtle Creek Wealth Advisors first reported a position in BR in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Turtle Creek Wealth Advisors held 1,804 shares of Broadridge worth $293K as of Q1 2026.
- Turtle Creek Wealth Advisors sold 2,957 Broadridge shares in Q1 2026, an estimated $562K.
- Broadridge made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #319 holding.
- Turtle Creek Wealth Advisors first reported a position in Broadridge in Q4 2023 and has held it in 5 quarters since.
- Turtle Creek Wealth Advisors's Broadridge position peaked at $1.06M in Q4 2025.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.