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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
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 $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

Wealth Alliance's BR Position: Q1 2026 in Review

Wealth Alliance reduced its Broadridge (BR) stake by 5.3% in Q1 2026, selling an estimated $18.6K and leaving 1,746 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #449.

Wealth Alliance first reported a position in BR in Q1 2020 and has held it in 25 quarters since. The position peaked at $582K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Wealth Alliance held 1,746 shares of Broadridge worth $284K as of Q1 2026.
  • Wealth Alliance sold 98 Broadridge shares in Q1 2026, an estimated $18.6K.
  • Broadridge made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #449 holding.
  • Wealth Alliance first reported a position in Broadridge in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Broadridge position peaked at $582K in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.