WS
BR icon

Wedbush Securities’s Broadridge BR Stock Holding History

Wedbush Securities’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 		– Sell
-939
Closed -$209K – 1244
2025
Q4 		$209K Buy
+939
New +$214K 0.01% 1094
2024
Q3 		– Sell
-1,217
Closed -$240K – 1119
2024
Q2 		$240K Buy
1,217
+13
+1% +$2.58K 0.01% 979
2024
Q1 		$247K Buy
+1,204
New +$243K 0.01% 968

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

Wedbush Securities's BR Position: Q1 2026 in Review

Wedbush Securities sold out of Broadridge (BR) in Q1 2026, closing a stake of 939 shares — an estimated $209K sold.

Wedbush Securities first reported a position in BR in Q1 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Wedbush Securities reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Wedbush Securities sold 939 Broadridge shares in Q1 2026, an estimated $209K.
  • Wedbush Securities first reported a position in Broadridge in Q1 2024 and held it in 3 quarters.
  • Wedbush Securities's Broadridge position peaked at $247K in Q1 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.