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ABLE Financial Group’s Broadridge BR Stock Holding History

ABLE Financial Group’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 		$434K Sell
3,167
-708
-18% -$107K 0.07% 152
2026
Q1 		$630K Buy
3,875
+536
+16% +$102K 0.12% 118
2025
Q4 		$745K Sell
3,339
-173
-5% -$39.5K 0.15% 103
2025
Q3 		$836K Sell
3,512
-297
-8% -$74K 0.18% 86
2025
Q2 		$926K Buy
3,809
+344
+10% +$81.8K 0.22% 83
2025
Q1 		$840K Sell
3,465
-58
-2% -$13.6K 0.24% 77
2024
Q4 		$797K Sell
3,523
-29
-0.8% -$6.5K 0.24% 78
2024
Q3 		$764K Buy
3,552
+216
+6% +$45.2K 0.24% 72
2024
Q2 		$657K Buy
3,336
+1
+0% +$198 0.24% 74
2024
Q1 		$683K Sell
3,335
-795
-19% -$160K 0.27% 69
2023
Q4 		$850K Sell
4,130
-349
-8% -$64.4K 0.37% 51
2023
Q3 		$802K Buy
4,479
+1,819
+68% +$322K 0.4% 44
2023
Q2 		$441K Buy
2,660
+586
+28% +$88.7K 0.23% 78
2023
Q1 		$304K Buy
+2,074
New +$297K 0.2% 96

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

ABLE Financial Group's BR Position: Q2 2026 in Review

ABLE Financial Group reduced its Broadridge (BR) stake by 18% in Q2 2026, selling an estimated $107K and leaving 3,167 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #152.

ABLE Financial Group first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $926K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • ABLE Financial Group held 3,167 shares of Broadridge worth $434K as of Q2 2026.
  • ABLE Financial Group sold 708 Broadridge shares in Q2 2026, an estimated $107K.
  • Broadridge made up 0.07% of ABLE Financial Group's portfolio in Q2 2026, its #152 holding.
  • ABLE Financial Group first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's Broadridge position peaked at $926K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.