ABLE Financial Group
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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
Q3 		$564K Buy
3,500
+333
+11% +$54.4K 0.09% 134
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

ABLE Financial Group's BR Position: Q3 2026 in Review

ABLE Financial Group increased its Broadridge (BR) stake by 11% in Q3 2026, buying an estimated $54.4K and bringing the position to 3,500 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #134.

ABLE Financial Group first reported a position in BR in Q1 2023 and has held it in 15 quarters since. The position peaked at $926K in Q2 2025. 245 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • ABLE Financial Group held 3,500 shares of Broadridge worth $564K as of Q3 2026.
  • ABLE Financial Group bought 333 Broadridge shares in Q3 2026, an estimated $54.4K.
  • Broadridge made up 0.09% of ABLE Financial Group's portfolio in Q3 2026, its #134 holding.
  • ABLE Financial Group first reported a position in Broadridge in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's Broadridge position peaked at $926K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.