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Voya Financial Advisors’s Broadridge BR Stock Holding History

Voya Financial 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 		$219K Sell
1,393
-156
-10% -$29.6K 0.02% 203
2025
Q4 		$352K Sell
1,549
-200
-11% -$45.6K 0.03% 169
2025
Q3 		$416K Sell
1,749
-248
-12% -$61.8K 0.04% 159
2025
Q2 		$478K Sell
1,997
-108
-5% -$25.7K 0.05% 157
2025
Q1 		$500K Sell
2,105
-130
-6% -$30.6K 0.06% 145
2024
Q4 		$504K Sell
2,235
-45
-2% -$10.1K 0.05% 150
2024
Q3 		$483K Sell
2,280
-38
-2% -$7.95K 0.05% 162
2024
Q2 		$462K Sell
2,318
-22
-0.9% -$4.36K 0.05% 160
2024
Q1 		$477K Sell
2,340
-98
-4% -$19.8K 0.05% 155
2023
Q4 		$502K Sell
2,438
-11
-0.4% -$2.03K 0.06% 145
2023
Q3 		$443K Sell
2,449
-7
-0.3% -$1.24K 0.06% 143
2023
Q2 		$401K Sell
2,456
-25
-1% -$3.78K 0.05% 157
2023
Q1 		$360K Buy
2,481
+91
+4% +$13K 0.04% 161
2022
Q4 		$327K Buy
2,390
+324
+16% +$46K 0.04% 171
2022
Q3 		$303K Buy
2,066
+26
+1% +$4.22K 0.04% 181
2022
Q2 		$294K Buy
2,040
+372
+22% +$54K 0.04% 195
2022
Q1 		$260K Buy
+1,668
New +$256K 0.03% 227
2021
Q2 		– Sell
-2,901
Closed -$444K – 294
2021
Q1 		$444K Buy
2,901
+30
+1% +$4.43K 0.02% 452
2020
Q4 		$437K Buy
2,871
+572
+25% +$83K 0.02% 428
2020
Q3 		$303K Buy
2,299
+675
+42% +$90.2K 0.02% 461
2020
Q2 		$204K Buy
+1,624
New +$188K 0.01% 563
2019
Q3 		– Sell
-2,075
Closed -$267K – 615
2019
Q2 		$267K Buy
2,075
+14
+0.7% +$1.69K 0.01% 521
2019
Q1 		$212K Buy
+2,061
New +$207K 0.01% 564
2018
Q4 		– Sell
-2,099
Closed -$275K – 556
2018
Q3 		$275K Sell
2,099
-103
-5% -$13.1K 0.02% 488
2018
Q2 		$252K Sell
2,202
-272
-11% -$30.7K 0.02% 480
2018
Q1 		$265K Buy
+2,474
New +$246K 0.02% 459

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

Voya Financial Advisors's BR Position: Q1 2026 in Review

Voya Financial Advisors reduced its Broadridge (BR) stake by 10% in Q1 2026, selling an estimated $29.6K and leaving 1,393 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #203.

Voya Financial Advisors first reported a position in BR in Q1 2018 and has held it in 26 quarters since. The position peaked at $504K in Q4 2024. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Voya Financial Advisors held 1,393 shares of Broadridge worth $219K as of Q1 2026.
  • Voya Financial Advisors sold 156 Broadridge shares in Q1 2026, an estimated $29.6K.
  • Broadridge made up 0.02% of Voya Financial Advisors's portfolio in Q1 2026, its #203 holding.
  • Voya Financial Advisors first reported a position in Broadridge in Q1 2018 and has held it in 26 quarters since.
  • Voya Financial Advisors's Broadridge position peaked at $504K in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.