American Capital Advisory’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
$274 Sell
2
-2
-50% -$302 ﹤0.01% 1042
2026
Q1
$650 Buy
4
+2
+100% +$380 ﹤0.01% 791
2025
Q4
$447 Buy
2
+1
+100% +$228 ﹤0.01% 787
2025
Q3
$239 Buy
+1
New +$249 ﹤0.01% 855
2025
Q2
Sell
-1
Closed -$243 879
2025
Q1
$243 Buy
+1
New +$235 ﹤0.01% 686

Other funds holding BR

American Capital Advisory's BR Position: Q2 2026 in Review

American Capital Advisory reduced its Broadridge (BR) stake by 50% in Q2 2026, selling an estimated $302 and leaving 2 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

American Capital Advisory first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $650 in Q1 2026. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • American Capital Advisory held 2 shares of Broadridge worth $274 as of Q2 2026.
  • American Capital Advisory sold 2 Broadridge shares in Q2 2026, an estimated $302.
  • Broadridge made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1042 holding.
  • American Capital Advisory first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • American Capital Advisory's Broadridge position peaked at $650 in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.