Rothwell Investment Advisors, LLC’s Broadridge BR Stock Holding History

Rothwell Investment Advisors, 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	$2.04K	Buy	+13	New	+$2.12K	﹤0.01%	1034

Other funds holding BR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Broadridge (BR) in Q3 2026: 13 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

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

Rothwell Investment Advisors, LLC held 13 shares of Broadridge worth $2.04K as of Q3 2026.
Broadridge was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Broadridge made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1034 holding.
553 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.