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XXI Wealth LLC’s Broadridge BR Stock Holding History

XXI Wealth LLC’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 		$250K Sell
1,823
-2,897
-61% -$438K 0.11% 192
2026
Q1 		$767K Sell
4,720
-1,218
-21% -$231K 0.43% 63
2025
Q4 		$1.33M Buy
+5,938
New +$1.35M 0.81% 27

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

XXI Wealth LLC's BR Position: Q2 2026 in Review

XXI Wealth LLC reduced its Broadridge (BR) stake by 61% in Q2 2026, selling an estimated $438K and leaving 1,823 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #192.

XXI Wealth LLC first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2025. 1,014 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • XXI Wealth LLC held 1,823 shares of Broadridge worth $250K as of Q2 2026.
  • XXI Wealth LLC sold 2,897 Broadridge shares in Q2 2026, an estimated $438K.
  • Broadridge made up 0.11% of XXI Wealth LLC's portfolio in Q2 2026, its #192 holding.
  • XXI Wealth LLC first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Broadridge position peaked at $1.33M in Q4 2025.
  • 1,014 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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