Wells Fargo’s Broadridge BR Stock Holding History

Wells Fargo’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
2024 Q2	–	Sell	-23,900	Closed	-$4.9M	–	6948
2024 Q1	$4.9M	Buy	+23,900	New	+$4.82M	﹤0.01%	2270

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo's BR Position: Q1 2026 in Review

Wells Fargo reduced its Broadridge (BR) stake by 2.1% in Q1 2026, selling an estimated $4.34M and leaving 1,064,602 shares worth $173M. The position accounts for 0.03% of the portfolio, ranked #436.

Wells Fargo first reported a position in BR in Q2 2013 and has held it in 52 quarters since. The position peaked at $298M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Wells Fargo held 1,064,602 shares of Broadridge worth $173M as of Q1 2026.
Wells Fargo sold 22,836 Broadridge shares in Q1 2026, an estimated $4.34M.
Broadridge made up 0.03% of Wells Fargo's portfolio in Q1 2026, its #436 holding.
Wells Fargo first reported a position in Broadridge in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Broadridge position peaked at $298M in Q2 2025.
1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.