AIM
BR icon

Advyzon Investment Management’s Broadridge BR Stock Holding History

Advyzon Investment 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 		$218K Buy
1,589
+48
+3% +$7.25K 0.02% 715
2026
Q1 		$250K Buy
1,541
+118
+8% +$22.4K 0.02% 597
2025
Q4 		$317K Buy
1,423
+397
+39% +$90.5K 0.04% 432
2025
Q3 		$244K Buy
1,026
+96
+10% +$23.9K 0.04% 370
2025
Q2 		$226K Buy
930
+15
+2% +$3.56K 0.05% 339
2025
Q1 		$222K Sell
915
-31
-3% -$7.29K 0.08% 232
2024
Q4 		$214K Buy
+946
New +$212K 0.08% 217

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

Advyzon Investment Management's BR Position: Q2 2026 in Review

Advyzon Investment Management increased its Broadridge (BR) stake by 3.1% in Q2 2026, buying an estimated $7.25K and bringing the position to 1,589 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #715.

Advyzon Investment Management first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Advyzon Investment Management held 1,589 shares of Broadridge worth $218K as of Q2 2026.
  • Advyzon Investment Management bought 48 Broadridge shares in Q2 2026, an estimated $7.25K.
  • Broadridge made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #715 holding.
  • Advyzon Investment Management first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Broadridge position peaked at $317K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.