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Virginia Estate & Retirement Planning Advisors’s Broadridge BR Stock Holding History

Virginia Estate & Retirement Planning 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
Q2 		$6.3K Hold
46
– – 0.01% 142
2026
Q1 		$7.47K Buy
+46
New +$8.74K 0.01% 111

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Virginia Estate & Retirement Planning Advisors's BR Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Broadridge (BR) position steady in Q2 2026 at 46 shares worth $6.3K. The position accounts for 0.01% of the portfolio, ranked #142.

Virginia Estate & Retirement Planning Advisors first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.47K in Q1 2026. 1,001 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 46 shares of Broadridge worth $6.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #142 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Broadridge position peaked at $7.47K in Q1 2026.
  • 1,001 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.