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Activest Wealth Management’s Broadridge BR Stock Holding History

Activest Wealth Management’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 		$22.5K Buy
164
+68
+71% +$10.3K ﹤0.01% 425
2026
Q1 		$15.6K Buy
96
+78
+433% +$14.8K ﹤0.01% 587
2025
Q4 		$4.02K Buy
18
+12
+200% +$2.74K ﹤0.01% 800
2025
Q3 		$1.43K Buy
6
+2
+50% +$498 ﹤0.01% 827
2025
Q2 		$972 Sell
4
-7
-64% -$1.66K ﹤0.01% 776
2025
Q1 		$2.67K Buy
+11
New +$2.59K ﹤0.01% 612

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Activest Wealth Management's BR Position: Q2 2026 in Review

Activest Wealth Management increased its Broadridge (BR) stake by 71% in Q2 2026, buying an estimated $10.3K and bringing the position to 164 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Activest Wealth Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Activest Wealth Management held 164 shares of Broadridge worth $22.5K as of Q2 2026.
  • Activest Wealth Management bought 68 Broadridge shares in Q2 2026, an estimated $10.3K.
  • Broadridge made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Activest Wealth Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.