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Advisor OS’s Broadridge BR Stock Holding History

Advisor OS’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 		$370K Buy
2,701
+1,258
+87% +$190K 0.02% 391
2026
Q1 		$235K Buy
1,443
+190
+15% +$36.1K 0.02% 496
2025
Q4 		$280K Sell
1,253
-19
-1% -$4.33K 0.02% 396
2025
Q3 		$303K Buy
1,272
+24
+2% +$5.98K 0.03% 363
2025
Q2 		$303K Buy
1,248
+27
+2% +$6.42K 0.03% 352
2025
Q1 		$296K Buy
1,221
+87
+8% +$20.5K 0.03% 329
2024
Q4 		$256K Buy
+1,134
New +$254K 0.03% 354

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

Advisor OS's BR Position: Q2 2026 in Review

Advisor OS increased its Broadridge (BR) stake by 87% in Q2 2026, buying an estimated $190K and bringing the position to 2,701 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #391.

Advisor OS first reported a position in BR in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Advisor OS held 2,701 shares of Broadridge worth $370K as of Q2 2026.
  • Advisor OS bought 1,258 Broadridge shares in Q2 2026, an estimated $190K.
  • Broadridge made up 0.02% of Advisor OS's portfolio in Q2 2026, its #391 holding.
  • Advisor OS first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.