Wellington-Altus USA’s Broadridge BR Stock Holding History

Wellington-Altus USA’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	-221	Closed	-$49.3K	–	701
2025 Q4	$49.3K	Buy	+221	New	+$50.4K	0.04%	295

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Wellington-Altus USA's BR Position: Q1 2026 in Review

Wellington-Altus USA sold out of Broadridge (BR) in Q1 2026, closing a stake of 221 shares — an estimated $49.3K sold.

Wellington-Altus USA first reported a position in BR in Q4 2025 and held it in 1 quarter. The position peaked at $49.3K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Wellington-Altus USA reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Wellington-Altus USA sold 221 Broadridge shares in Q1 2026, an estimated $49.3K.
Wellington-Altus USA first reported a position in Broadridge in Q4 2025 and held it in 1 quarter.
Wellington-Altus USA's Broadridge position peaked at $49.3K in Q4 2025.
1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Wellington-Altus USA's 13F filing for Q1 2026, filed 17 Sep 2026.