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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
Q2 		$719K Sell
5,251
-651
-11% -$98.3K 0.02% 575
2026
Q1 		$959K Buy
+5,902
New +$1.12M 0.04% 458
2025
Q1 		– Sell
-5,289
Closed -$1.2M – 689
2024
Q4 		$1.2M Sell
5,289
-618
-10% -$138K 0.06% 274
2024
Q3 		$1.27M Buy
+5,907
New +$1.24M 0.07% 267

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Western Wealth Management's BR Position: Q2 2026 in Review

Western Wealth Management reduced its Broadridge (BR) stake by 11% in Q2 2026, selling an estimated $98.3K and leaving 5,251 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #575.

Western Wealth Management first reported a position in BR in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Western Wealth Management held 5,251 shares of Broadridge worth $719K as of Q2 2026.
  • Western Wealth Management sold 651 Broadridge shares in Q2 2026, an estimated $98.3K.
  • Broadridge made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Western Wealth Management first reported a position in Broadridge in Q3 2024 and has held it in 4 quarters since.
  • Western Wealth Management's Broadridge position peaked at $1.27M in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.