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USA Financial Formulas’s Broadridge BR Stock Holding History

USA Financial Formulas’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 		– Sell
-754
Closed -$168K – 453
2025
Q4 		$168K Sell
754
-225
-23% -$51.3K 0.03% 148
2025
Q3 		$233K Sell
979
-47
-5% -$11.7K 0.04% 132
2025
Q2 		$249K Buy
1,026
+118
+13% +$28K 0.04% 120
2025
Q1 		$220K Buy
+908
New +$214K 0.04% 138
2022
Q3 		– Sell
-17
Closed -$2K – 309
2022
Q2 		$2K Hold
17
– – ﹤0.01% 189
2022
Q1 		$3K Hold
17
– – ﹤0.01% 199
2021
Q4 		$3K Hold
17
– – ﹤0.01% 239
2021
Q3 		$3K Hold
17
– – ﹤0.01% 291
2021
Q2 		$3K Buy
+17
New +$2.72K ﹤0.01% 284

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

USA Financial Formulas's BR Position: Q1 2026 in Review

USA Financial Formulas sold out of Broadridge (BR) in Q1 2026, closing a stake of 754 shares — an estimated $168K sold.

USA Financial Formulas first reported a position in BR in Q2 2021 and held it in 9 quarters. The position peaked at $249K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • USA Financial Formulas reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 754 Broadridge shares in Q1 2026, an estimated $168K.
  • USA Financial Formulas first reported a position in Broadridge in Q2 2021 and held it in 9 quarters.
  • USA Financial Formulas's Broadridge position peaked at $249K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.