AC
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Apella Capital’s Broadridge BR Stock Holding History

Apella 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 		$224K Buy
1,506
+34
+2% +$5.13K ﹤0.01% 647
2026
Q1 		$240K Buy
1,472
+25
+2% +$4.75K ﹤0.01% 604
2025
Q4 		$323K Buy
1,447
+6
+0.4% +$1.37K 0.01% 425
2025
Q3 		$326K Sell
1,441
-37
-3% -$9.21K 0.01% 382
2025
Q2 		$356K Buy
1,478
+11
+0.7% +$2.61K 0.01% 329
2025
Q1 		$341K Buy
1,467
+25
+2% +$5.88K 0.01% 289
2024
Q4 		$326K Sell
1,442
-8
-0.6% -$1.79K 0.01% 279
2024
Q3 		$310K Hold
1,450
– – 0.01% 270
2024
Q2 		$290K Buy
1,450
+100
+7% +$19.8K 0.01% 263
2024
Q1 		$280K Hold
1,350
– – 0.01% 250
2023
Q4 		$266K Buy
1,350
+11
+0.8% +$2.03K 0.01% 249
2023
Q3 		$240K Hold
1,339
– – 0.02% 238
2023
Q2 		$222K Buy
+1,339
New +$203K 0.02% 239
2022
Q4 		– Sell
-1,670
Closed -$241K – 237
2022
Q3 		$241K Hold
1,670
– – 0.03% 192
2022
Q2 		$238K Hold
1,670
– – 0.03% 195
2022
Q1 		$260K Buy
+1,670
New +$256K 0.04% 176

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Apella Capital's BR Position: Q2 2026 in Review

Apella Capital increased its Broadridge (BR) stake by 2.3% in Q2 2026, buying an estimated $5.13K and bringing the position to 1,506 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Apella Capital first reported a position in BR in Q1 2022 and has held it in 16 quarters since. The position peaked at $356K in Q2 2025. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Apella Capital held 1,506 shares of Broadridge worth $224K as of Q2 2026.
  • Apella Capital bought 34 Broadridge shares in Q2 2026, an estimated $5.13K.
  • Broadridge made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #647 holding.
  • Apella Capital first reported a position in Broadridge in Q1 2022 and has held it in 16 quarters since.
  • Apella Capital's Broadridge position peaked at $356K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.