U.S. Capital Wealth Advisors’s Broadridge BR Stock Holding History

U.S. Capital 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	$298K	Sell	1,835 -190	-9%	-$36.1K	0.01%	825
2025 Q4	$452K	Buy	2,025 +8	+0.4%	+$1.82K	0.01%	681
2025 Q3	$480K	Buy	2,017 +193	+11%	+$48.1K	0.01%	646
2025 Q2	$443K	Buy	1,824 +68	+4%	+$16.2K	0.01%	622
2025 Q1	$426K	Buy	1,756 +409	+30%	+$96.3K	0.01%	619
2024 Q4	$305K	Buy	+1,347	New	+$302K	0.01%	680
2023 Q1	–	Sell	-890	Closed	-$119K	–	759
2022 Q4	$119K	Buy	+890	New	+$126K	0.01%	705

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's BR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Broadridge (BR) stake by 9.4% in Q1 2026, selling an estimated $36.1K and leaving 1,835 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #825.

U.S. Capital Wealth Advisors first reported a position in BR in Q4 2022 and has held it in 7 quarters since. The position peaked at $480K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

U.S. Capital Wealth Advisors held 1,835 shares of Broadridge worth $298K as of Q1 2026.
U.S. Capital Wealth Advisors sold 190 Broadridge shares in Q1 2026, an estimated $36.1K.
Broadridge made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #825 holding.
U.S. Capital Wealth Advisors first reported a position in Broadridge in Q4 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Broadridge position peaked at $480K in Q3 2025.
1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.