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Twin Peaks Wealth Advisors’s Broadridge BR Stock Holding History

Twin Peaks Wealth 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 		$14.1K Buy
+87
New +$16.5K ﹤0.01% 877
2025
Q3 		– Sell
-75
Closed -$19.7K – 432
2025
Q2 		$19.7K Buy
+75
New +$17.8K 0.01% 612

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

Twin Peaks Wealth Advisors's BR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Broadridge (BR) in Q1 2026: 87 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BR in Q2 2025 and has held it in 2 quarters since. The position peaked at $19.7K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 87 shares of Broadridge worth $14.1K as of Q1 2026.
  • Broadridge was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Broadridge made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #877 holding.
  • Twin Peaks Wealth Advisors first reported a position in Broadridge in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Broadridge position peaked at $19.7K in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.