Advisory Alpha’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$349K Buy
2,546
+424
+20% +$64K 0.01% 447
2026
Q1
$345K Buy
2,122
+567
+36% +$108K 0.01% 420
2025
Q4
$347K Buy
1,555
+81
+5% +$18.5K 0.01% 385
2025
Q3
$345K Buy
1,474
+262
+22% +$65.3K 0.01% 381
2025
Q2
$295K Buy
1,212
+328
+37% +$78K 0.01% 374
2025
Q1
$214K Buy
+884
New +$208K 0.01% 424
2019
Q4
Sell
-68
Closed -$8.22K 772
2019
Q3
$8.22K Buy
+68
New +$8.76K ﹤0.01% 478
2019
Q2
Sell
-65
Closed -$7.61K 177
2019
Q1
$7.61K Buy
+65
New +$6.52K ﹤0.01% 432

Other funds holding BR

Advisory Alpha's BR Position: Q2 2026 in Review

Advisory Alpha increased its Broadridge (BR) stake by 20% in Q2 2026, buying an estimated $64K and bringing the position to 2,546 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #447.

Advisory Alpha first reported a position in BR in Q1 2019 and has held it in 8 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Advisory Alpha held 2,546 shares of Broadridge worth $349K as of Q2 2026.
  • Advisory Alpha bought 424 Broadridge shares in Q2 2026, an estimated $64K.
  • Broadridge made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #447 holding.
  • Advisory Alpha first reported a position in Broadridge in Q1 2019 and has held it in 8 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.