Allworth Financial’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 | $365K | Buy |
2,662
+74
| +3% | +$11.2K | ﹤0.01% | 1149 |
|
|
2026
Q1 | $421K | Sell |
2,588
-30,560
| -92% | -$5.81M | ﹤0.01% | 1025 |
|
|
2025
Q4 | $7.4M | Buy |
33,148
+72
| +0.2% | +$16.4K | 0.03% | 288 |
|
|
2025
Q3 | $7.88M | Buy |
33,076
+579
| +2% | +$144K | 0.03% | 244 |
|
|
2025
Q2 | $7.9M | Buy |
32,497
+31,079
| +2,192% | +$7.39M | 0.04% | 238 |
|
|
2025
Q1 | $338K | Buy |
1,418
+41
| +3% | +$9.65K | ﹤0.01% | 787 |
|
|
2024
Q4 | $324K | Buy |
1,377
+63
| +5% | +$14.1K | ﹤0.01% | 805 |
|
|
2024
Q3 | $283K | Buy |
1,314
+25
| +2% | +$5.23K | ﹤0.01% | 717 |
|
|
2024
Q2 | $260K | Buy |
1,289
+234
| +22% | +$46.4K | ﹤0.01% | 735 |
|
|
2024
Q1 | $216K | Buy |
1,055
+494
| +88% | +$99.6K | ﹤0.01% | 762 |
|
|
2023
Q4 | $115K | Sell |
561
-4
| -0.7% | -$738 | ﹤0.01% | 898 |
|
|
2023
Q3 | $101K | Buy |
565
+257
| +83% | +$45.5K | ﹤0.01% | 876 |
|
|
2023
Q2 | $51K | Sell |
308
-81
| -21% | -$12.3K | ﹤0.01% | 1118 |
|
|
2023
Q1 | $57K | Buy |
389
+176
| +83% | +$25.2K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $28.6K | Sell |
213
-224
| -51% | -$31.8K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $63K | Buy |
437
+61
| +16% | +$9.9K | ﹤0.01% | 887 |
|
|
2022
Q2 | $54K | Buy |
376
+62
| +20% | +$9K | ﹤0.01% | 878 |
|
|
2022
Q1 | $49K | Buy |
314
+55
| +21% | +$8.44K | ﹤0.01% | 894 |
|
|
2021
Q4 | $47K | Buy |
259
+192
| +287% | +$33.7K | ﹤0.01% | 853 |
|
|
2021
Q3 | $11K | Hold |
67
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q2 | $11K | Sell |
67
-29
| -30% | -$4.63K | ﹤0.01% | 1010 |
|
|
2021
Q1 | $15K | Hold |
96
| – | – | ﹤0.01% | 862 |
|
|
2020
Q4 | $15K | Hold |
96
| – | – | ﹤0.01% | 728 |
|
|
2020
Q3 | $13K | Sell |
96
-526
| -85% | -$70.3K | ﹤0.01% | 648 |
|
|
2020
Q2 | $78K | Hold |
622
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $59K | Buy |
622
+526
| +548% | +$60K | ﹤0.01% | 377 |
|
|
2019
Q4 | $12K | Buy |
96
+22
| +30% | +$2.69K | ﹤0.01% | 606 |
|
|
2019
Q3 | $9K | Hold |
74
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $9K | Hold |
74
| – | – | ﹤0.01% | 597 |
|
|
2019
Q1 | $8K | Buy |
74
+7
| +10% | +$702 | ﹤0.01% | 602 |
|
|
2018
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 585 |
|
|
2018
Q3 | $9K | Hold |
67
| – | – | ﹤0.01% | 571 |
|
|
2018
Q2 | $8K | Buy |
67
+39
| +139% | +$4.4K | ﹤0.01% | 554 |
|
|
2018
Q1 | $3K | Buy |
+28
| New | +$2.78K | ﹤0.01% | 646 |
|
|
2014
Q3 | – | Sell |
-13
| Closed | -$1K | – | 94 |
|
|
2014
Q2 | $1K | Buy |
+13
| New | +$509 | ﹤0.01% | 91 |
|
Other funds holding BR
JT
Allworth Financial's BR Position: Q2 2026 in Review
Allworth Financial increased its Broadridge (BR) stake by 2.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,662 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.
Allworth Financial first reported a position in BR in Q2 2014 and has held it in 35 quarters since. The position peaked at $7.9M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Allworth Financial held 2,662 shares of Broadridge worth $365K as of Q2 2026.
- Allworth Financial bought 74 Broadridge shares in Q2 2026, an estimated $11.2K.
- Broadridge made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1149 holding.
- Allworth Financial first reported a position in Broadridge in Q2 2014 and has held it in 35 quarters since.
- Allworth Financial's Broadridge position peaked at $7.9M in Q2 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.