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United Advisor Group’s Broadridge BR Stock Holding History

United Advisor Group’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 		$581K Buy
3,578
+285
+9% +$54.1K 0.07% 254
2025
Q4 		$735K Buy
3,293
+36
+1% +$8.21K 0.09% 225
2025
Q3 		$776K Buy
3,257
+249
+8% +$62K 0.1% 201
2025
Q2 		$731K Buy
3,008
+95
+3% +$22.6K 0.13% 171
2025
Q1 		$706K Buy
2,913
+101
+4% +$23.8K 0.14% 147
2024
Q4 		$636K Buy
2,812
+402
+17% +$90K 0.13% 169
2024
Q3 		$518K Buy
2,410
+293
+14% +$61.3K 0.12% 186
2024
Q2 		$417K Buy
+2,117
New +$420K 0.13% 157

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

United Advisor Group's BR Position: Q1 2026 in Review

United Advisor Group increased its Broadridge (BR) stake by 8.7% in Q1 2026, buying an estimated $54.1K and bringing the position to 3,578 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #254.

United Advisor Group first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $776K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • United Advisor Group held 3,578 shares of Broadridge worth $581K as of Q1 2026.
  • United Advisor Group bought 285 Broadridge shares in Q1 2026, an estimated $54.1K.
  • Broadridge made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #254 holding.
  • United Advisor Group first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
  • United Advisor Group's Broadridge position peaked at $776K in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.