Tyche Wealth Partners’s Broadridge BR Stock Holding History

Tyche Wealth Partners’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 Q2	–	Sell	-2,457	Closed	-$399K	–	344
2026 Q1	$399K	Buy	2,457 +9	+0.4%	+$1.71K	0.06%	235
2025 Q4	$546K	Buy	+2,448	New	+$558K	0.09%	180
2025 Q1	–	Sell	-3,453	Closed	-$781K	–	303
2024 Q4	$781K	Buy	+3,453	New	+$773K	0.16%	103

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Tyche Wealth Partners's BR Position: Q2 2026 in Review

Tyche Wealth Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,457 shares — an estimated $399K sold.

Tyche Wealth Partners first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $781K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Tyche Wealth Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Tyche Wealth Partners sold 2,457 Broadridge shares in Q2 2026, an estimated $399K.
Tyche Wealth Partners first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
Tyche Wealth Partners's Broadridge position peaked at $781K in Q4 2024.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.