WA
BR icon

Wealth Alliance’s Broadridge BR Stock Holding History

Wealth Alliance’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 		– Sell
-1,746
Closed -$284K – 585
2026
Q1 		$284K Sell
1,746
-98
-5% -$18.6K 0.03% 449
2025
Q4 		$412K Buy
1,844
+1
+0.1% +$228 0.04% 350
2025
Q3 		$439K Sell
1,843
-31
-2% -$7.72K 0.05% 332
2025
Q2 		$455K Buy
1,874
+3
+0.2% +$713 0.05% 310
2025
Q1 		$454K Sell
1,871
-32
-2% -$7.53K 0.05% 296
2024
Q4 		$430K Sell
1,903
-12
-0.6% -$2.69K 0.05% 287
2024
Q3 		$412K Buy
1,915
+3
+0.2% +$627 0.05% 318
2024
Q2 		$377K Sell
1,912
-1
-0.1% -$198 0.05% 323
2024
Q1 		$392K Sell
1,913
-222
-10% -$44.8K 0.05% 325
2023
Q4 		$439K Sell
2,135
-46
-2% -$8.49K 0.06% 281
2023
Q3 		$390K Sell
2,181
-141
-6% -$25K 0.06% 280
2023
Q2 		$385K Buy
2,322
+26
+1% +$3.93K 0.06% 312
2023
Q1 		$337K Buy
2,296
+423
+23% +$60.5K 0.05% 325
2022
Q4 		$251K Sell
1,873
-1,326
-41% -$188K 0.04% 397
2022
Q3 		$461K Sell
3,199
-386
-11% -$62.6K 0.09% 230
2022
Q2 		$511K Buy
3,585
+182
+5% +$26.4K 0.1% 213
2022
Q1 		$530K Buy
3,403
+224
+7% +$34.4K 0.11% 201
2021
Q4 		$582K Buy
3,179
+112
+4% +$19.7K 0.12% 197
2021
Q3 		$511K Buy
3,067
+63
+2% +$10.7K 0.11% 195
2021
Q2 		$485K Buy
3,004
+1,092
+57% +$175K 0.11% 198
2021
Q1 		$293K Sell
1,912
-565
-23% -$83.4K 0.08% 295
2020
Q4 		$380K Sell
2,477
-40
-2% -$5.8K 0.11% 224
2020
Q3 		$332K Sell
2,517
-30
-1% -$4.01K 0.12% 212
2020
Q2 		$321K Sell
2,547
-2,247
-47% -$260K 0.13% 203
2020
Q1 		$455K Buy
+4,794
New +$547K 0.25% 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

Wealth Alliance's BR Position: Q2 2026 in Review

Wealth Alliance sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,746 shares — an estimated $284K sold.

Wealth Alliance first reported a position in BR in Q1 2020 and held it in 25 quarters. The position peaked at $582K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wealth Alliance reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 1,746 Broadridge shares in Q2 2026, an estimated $284K.
  • Wealth Alliance first reported a position in Broadridge in Q1 2020 and held it in 25 quarters.
  • Wealth Alliance's Broadridge position peaked at $582K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.