Winnow Wealth’s Broadridge BR Stock Holding History

Winnow Wealth’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	-3	Closed	-$672	–	181
2025 Q4	$672	Sell	3 -1	-25%	-$228	﹤0.01%	474
2025 Q3	$956	Buy	+4	New	+$996	﹤0.01%	422
2025 Q2	–	Sell	-4	Closed	-$756	–	233
2025 Q1	$756	Buy	4 +1	+33%	+$235	﹤0.01%	424
2024 Q4	$474	Buy	+3	New	+$672	﹤0.01%	442

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 $3.38T AUM 44.17% 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

Winnow Wealth's BR Position: Q1 2026 in Review

Winnow Wealth sold out of Broadridge (BR) in Q1 2026, closing a stake of 3 shares — an estimated $672 sold.

Winnow Wealth first reported a position in BR in Q4 2024 and held it in 4 quarters. The position peaked at $956 in Q3 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Winnow Wealth reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 3 Broadridge shares in Q1 2026, an estimated $672.
Winnow Wealth first reported a position in Broadridge in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Broadridge position peaked at $956 in Q3 2025.
1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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