Wealthspire Advisors (New York)’s Broadridge BR Stock Holding History

Wealthspire Advisors (New York)’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	$504K	Buy	+3,684	New	+$556K	﹤0.01%	798
2026 Q1	–	Sell	-1,704	Closed	-$380K	–	952
2025 Q4	$380K	Buy	1,704 +776	+84%	+$177K	﹤0.01%	705
2025 Q3	$221K	Sell	928 -132	-12%	-$32.9K	﹤0.01%	762
2025 Q2	$258K	Buy	1,060 +60	+6%	+$14.3K	﹤0.01%	709
2025 Q1	$242K	Buy	1,000 +7	+0.7%	+$1.65K	﹤0.01%	695
2024 Q4	$225K	Buy	+993	New	+$222K	﹤0.01%	721
2024 Q1	–	Sell	-1,072	Closed	-$221K	–	644
2023 Q4	$221K	Buy	+1,072	New	+$198K	﹤0.01%	592
2021 Q4	–	Sell	-3,607	Closed	-$601K	–	547
2021 Q3	$601K	Buy	+3,607	New	+$614K	0.01%	321
2021 Q2	–	Sell	-1,892	Closed	-$290K	–	408
2021 Q1	$290K	Buy	1,892 +536	+40%	+$79.1K	0.01%	562
2020 Q4	$208K	Buy	+1,356	New	+$197K	0.01%	543
2019 Q1	–	Sell	-10	Closed	-$1K	–	148
2018 Q4	$1K	Buy	+10	New	+$1.08K	﹤0.01%	786

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wealthspire Advisors (New York)'s BR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Broadridge (BR) in Q2 2026: 3,684 shares worth $504K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BR as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in BR in Q4 2018 and has held it in 11 quarters since. The position peaked at $601K in Q3 2021. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Wealthspire Advisors (New York) held 3,684 shares of Broadridge worth $504K as of Q2 2026.
Broadridge was a new Wealthspire Advisors (New York) position in Q2 2026.
Broadridge made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #798 holding.
Wealthspire Advisors (New York) first reported a position in Broadridge in Q4 2018 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Broadridge position peaked at $601K in Q3 2021.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.