Advocacy Wealth Management Services’s Broadridge BR Stock Holding History

Advocacy Wealth Management Services’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	$767K	Sell	5,598 -134	-2%	-$20.2K	0.03%	114
2026 Q1	$931K	Buy	5,732 +1,353	+31%	+$257K	0.04%	102
2025 Q4	$977K	Sell	4,379 -387	-8%	-$88.3K	0.04%	100
2025 Q3	$1.14M	Buy	+4,766	New	+$1.19M	0.05%	96
2019 Q3	–	Sell	-19	Closed	-$2K	–	151
2019 Q2	$2K	Buy	+19	New	+$2.29K	﹤0.01%	162
2017 Q4	–	Sell	-89	Closed	-$7K	–	220
2017 Q3	$7K	Hold	89	–	–	﹤0.01%	217
2017 Q2	$7K	Hold	89	–	–	﹤0.01%	214
2017 Q1	$6K	Hold	89	–	–	﹤0.01%	246
2016 Q4	$6K	Hold	89	–	–	﹤0.01%	237
2016 Q3	$6K	Hold	89	–	–	﹤0.01%	305
2016 Q2	$6K	Sell	89 -473	-84%	-$29.3K	﹤0.01%	331
2016 Q1	$33K	Buy	+562	New	+$30.6K	0.02%	221

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Advocacy Wealth Management Services's BR Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Broadridge (BR) stake by 2.3% in Q2 2026, selling an estimated $20.2K and leaving 5,598 shares worth $767K. The position accounts for 0.03% of the portfolio, ranked #114.

Advocacy Wealth Management Services first reported a position in BR in Q1 2016 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Advocacy Wealth Management Services held 5,598 shares of Broadridge worth $767K as of Q2 2026.
Advocacy Wealth Management Services sold 134 Broadridge shares in Q2 2026, an estimated $20.2K.
Broadridge made up 0.03% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #114 holding.
Advocacy Wealth Management Services first reported a position in Broadridge in Q1 2016 and has held it in 12 quarters since.
Advocacy Wealth Management Services's Broadridge position peaked at $1.14M in Q3 2025.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.