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Western Wealth Management’s Broadridge BR Stock Holding History

Western Wealth Management’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 		$959K Buy
+5,902
New +$1.12M 0.04% 458
2024
Q4 		– Sell
-5,907
Closed -$1.27M – 668
2024
Q3 		$1.27M Buy
+5,907
New +$1.24M 0.07% 267

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

Western Wealth Management's BR Position: Q1 2026 in Review

Western Wealth Management opened a new position in Broadridge (BR) in Q1 2026: 5,902 shares worth $959K. The stake represents 0.04% of the portfolio and ranks #458 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in BR as recently as Q3 2024.

Western Wealth Management first reported a position in BR in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.27M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Western Wealth Management held 5,902 shares of Broadridge worth $959K as of Q1 2026.
  • Broadridge was a new Western Wealth Management position in Q1 2026.
  • Broadridge made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #458 holding.
  • Western Wealth Management first reported a position in Broadridge in Q3 2024 and has held it in 2 quarters since.
  • Western Wealth Management's Broadridge position peaked at $1.27M in Q3 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.