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Vise Technologies’s Broadridge BR Stock Holding History

Vise Technologies’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 		$862K Hold
3,863
– – 0.02% 636
2025
Q4 		$862K Buy
3,863
+628
+19% +$143K 0.02% 641
2025
Q3 		$770K Sell
3,235
-41
-1% -$10.2K 0.03% 501
2025
Q2 		$796K Buy
+3,276
New +$779K 0.03% 495
2024
Q4 		$463K Buy
+2,050
New +$459K 0.04% 461
2022
Q3 		– Sell
-1,504
Closed -$214K – 304
2022
Q2 		$214K Sell
1,504
-4,979
-77% -$723K 0.08% 266
2022
Q1 		$1.01M Sell
6,483
-6,068
-48% -$931K 0.38% 71
2021
Q4 		$2.29M Buy
+12,551
New +$2.21M 0.62% 40

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

Vise Technologies's BR Position: Q1 2026 in Review

Vise Technologies held its Broadridge (BR) position steady in Q1 2026 at 3,863 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #636.

Vise Technologies first reported a position in BR in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.29M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Vise Technologies held 3,863 shares of Broadridge worth $862K as of Q1 2026.
  • Vise Technologies left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #636 holding.
  • Vise Technologies first reported a position in Broadridge in Q4 2021 and has held it in 8 quarters since.
  • Vise Technologies's Broadridge position peaked at $2.29M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.