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Wealth Preservation Advisors’s Broadridge BR Stock Holding History

Wealth Preservation 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 		$30.1K Buy
+185
New +$35.1K 0.03% 250

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 Preservation Advisors's BR Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Broadridge (BR) in Q1 2026: 185 shares worth $30.1K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings.

1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Wealth Preservation Advisors held 185 shares of Broadridge worth $30.1K as of Q1 2026.
  • Broadridge was a new Wealth Preservation Advisors position in Q1 2026.
  • Broadridge made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #250 holding.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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