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Advocate Investing Services’s Broadridge BR Stock Holding History

Advocate Investing 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 		$5.62K Hold
41
– – ﹤0.01% 321
2026
Q1 		$6.66K Hold
41
– – 0.01% 282
2025
Q4 		$9.15K Buy
+41
New +$9.35K 0.01% 236

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

Advocate Investing Services's BR Position: Q2 2026 in Review

Advocate Investing Services held its Broadridge (BR) position steady in Q2 2026 at 41 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Advocate Investing Services first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.15K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Advocate Investing Services held 41 shares of Broadridge worth $5.62K as of Q2 2026.
  • Advocate Investing Services left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #321 holding.
  • Advocate Investing Services first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Broadridge position peaked at $9.15K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.