AWM
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Apollon Wealth Management’s Broadridge BR Stock Holding History

Apollon Wealth 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 		$4.78M Buy
34,890
+23,908
+218% +$3.61M 0.06% 276
2026
Q1 		$1.78M Sell
10,982
-30,859
-74% -$5.86M 0.03% 422
2025
Q4 		$9.34M Buy
41,841
+161
+0.4% +$36.7K 0.16% 122
2025
Q3 		$9.93M Buy
41,680
+1,042
+3% +$260K 0.18% 111
2025
Q2 		$9.88M Buy
40,638
+5,848
+17% +$1.39M 0.2% 102
2025
Q1 		$8.44M Buy
34,790
+26,799
+335% +$6.31M 0.19% 108
2024
Q4 		$1.81M Buy
7,991
+602
+8% +$135K 0.04% 361
2024
Q3 		$1.59M Sell
7,389
-361
-5% -$75.5K 0.04% 357
2024
Q2 		$1.53M Buy
7,750
+1,222
+19% +$242K 0.05% 347
2024
Q1 		$1.34M Buy
6,528
+4,193
+180% +$846K 0.04% 383
2023
Q4 		$480K Buy
2,335
+118
+5% +$21.8K 0.02% 670
2023
Q3 		$397K Buy
+2,217
New +$393K 0.02% 607
2023
Q2 		– Sell
-1,452
Closed -$213K – 947
2023
Q1 		$213K Sell
1,452
-461
-24% -$66K 0.01% 778
2022
Q4 		$257K Sell
1,913
-1
-0.1% -$142 0.02% 708
2022
Q3 		$276K Buy
+1,914
New +$311K 0.02% 630
2020
Q3 		– Sell
-66
Closed -$8K – 218
2020
Q2 		$8K Buy
+66
New +$7.64K ﹤0.01% 514

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Apollon Wealth Management's BR Position: Q2 2026 in Review

Apollon Wealth Management increased its Broadridge (BR) stake by 218% in Q2 2026, buying an estimated $3.61M and bringing the position to 34,890 shares worth $4.78M. The position accounts for 0.06% of the portfolio, ranked #276.

Apollon Wealth Management first reported a position in BR in Q2 2020 and has held it in 16 quarters since. The position peaked at $9.93M in Q3 2025. 209 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Apollon Wealth Management held 34,890 shares of Broadridge worth $4.78M as of Q2 2026.
  • Apollon Wealth Management bought 23,908 Broadridge shares in Q2 2026, an estimated $3.61M.
  • Broadridge made up 0.06% of Apollon Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Apollon Wealth Management first reported a position in Broadridge in Q2 2020 and has held it in 16 quarters since.
  • Apollon Wealth Management's Broadridge position peaked at $9.93M in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.