STACKSTONE WEALTH, LLC’s Broadridge BR Stock Holding History

STACKSTONE 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 Q3	$299K	Buy	+1,856	New	+$303K	0.03%	280

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BR Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Broadridge (BR) in Q3 2026: 1,856 shares worth $299K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings.

161 funds tracked by Wall St. Rank hold BR as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,856 shares of Broadridge worth $299K as of Q3 2026.
Broadridge was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Broadridge made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #280 holding.
161 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.