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Waverly Advisors’s Broadridge BR Stock Holding History

Waverly 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 		$717K Buy
4,414
+2,313
+110% +$439K 0.01% 934
2025
Q4 		$469K Buy
2,101
+365
+21% +$83.2K ﹤0.01% 1040
2025
Q3 		$413K Buy
1,736
+43
+3% +$10.7K ﹤0.01% 918
2025
Q2 		$411K Buy
1,693
+20
+1% +$4.75K ﹤0.01% 863
2025
Q1 		$406K Buy
+1,673
New +$394K ﹤0.01% 831
2018
Q1 		– Sell
-500
Closed -$45K – 203
2017
Q4 		$45K Buy
+500
New +$43.6K 0.01% 258
2014
Q4 		– Sell
-178
Closed -$7K – 456
2014
Q3 		$7K Hold
178
– – ﹤0.01% 556
2014
Q2 		$7K Buy
178
+6
+3% +$235 ﹤0.01% 512
2014
Q1 		$6K Sell
172
-25
-13% -$937 ﹤0.01% 507
2013
Q4 		$8K Buy
+197
New +$7.12K ﹤0.01% 584

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

Waverly Advisors's BR Position: Q1 2026 in Review

Waverly Advisors increased its Broadridge (BR) stake by 110% in Q1 2026, buying an estimated $439K and bringing the position to 4,414 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #934.

Waverly Advisors first reported a position in BR in Q4 2013 and has held it in 10 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Waverly Advisors held 4,414 shares of Broadridge worth $717K as of Q1 2026.
  • Waverly Advisors bought 2,313 Broadridge shares in Q1 2026, an estimated $439K.
  • Broadridge made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #934 holding.
  • Waverly Advisors first reported a position in Broadridge in Q4 2013 and has held it in 10 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.