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AlphaCore Capital’s Broadridge BR Stock Holding History

AlphaCore Capital’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 		$298K Buy
2,165
+734
+51% +$111K 0.01% 926
2026
Q1 		$234K Sell
1,431
-197
-12% -$37.4K 0.01% 785
2025
Q4 		$365K Buy
+1,628
New +$371K 0.01% 721
2025
Q3 		– Sell
-894
Closed -$218K – 1087
2025
Q2 		$218K Buy
+894
New +$212K 0.01% 559

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

AlphaCore Capital's BR Position: Q2 2026 in Review

AlphaCore Capital increased its Broadridge (BR) stake by 51% in Q2 2026, buying an estimated $111K and bringing the position to 2,165 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #926.

AlphaCore Capital first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $365K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • AlphaCore Capital held 2,165 shares of Broadridge worth $298K as of Q2 2026.
  • AlphaCore Capital bought 734 Broadridge shares in Q2 2026, an estimated $111K.
  • Broadridge made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #926 holding.
  • AlphaCore Capital first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's Broadridge position peaked at $365K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.