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Arax Advisory Partners’s Broadridge BR Stock Holding History

Arax Advisory Partners’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 		$912K Buy
6,662
+4,473
+204% +$676K 0.01% 1263
2026
Q1 		$355K Buy
2,189
+1,241
+131% +$236K 0.01% 781
2025
Q4 		$211K Sell
948
-2,163
-70% -$493K 0.01% 1017
2025
Q3 		$741K Buy
3,111
+1,930
+163% +$481K 0.01% 758
2025
Q2 		$287K Sell
1,181
-405
-26% -$96.3K 0.01% 539
2025
Q1 		$385K Buy
1,586
+463
+41% +$109K 0.02% 364
2024
Q4 		$254K Sell
1,123
-5
-0.4% -$1.12K 0.02% 437
2024
Q3 		$243K Buy
1,128
+42
+4% +$8.79K 0.02% 311
2024
Q2 		$214K Sell
1,086
-18
-2% -$3.57K 0.02% 316
2024
Q1 		$226K Sell
1,104
-120
-10% -$24.2K 0.02% 279
2023
Q4 		$252K Sell
1,224
-263
-18% -$48.5K 0.03% 258
2023
Q3 		$266K Buy
1,487
+250
+20% +$44.3K 0.03% 217
2023
Q2 		$205K Buy
1,237
+217
+21% +$32.8K 0.03% 238
2023
Q1 		$150K Buy
1,020
+142
+16% +$20.3K 0.02% 281
2022
Q4 		$118K Buy
878
+13
+2% +$1.85K 0.02% 309
2022
Q3 		$125K Buy
865
+61
+8% +$9.9K 0.02% 277
2022
Q2 		$115K Buy
804
+13
+2% +$1.89K 0.02% 293
2022
Q1 		$123K Sell
791
-9
-1% -$1.38K 0.02% 307
2021
Q4 		$146K Buy
800
+85
+12% +$14.9K 0.02% 275
2021
Q3 		$119K Buy
715
+10
+1% +$1.7K 0.02% 297
2021
Q2 		$114K Buy
+705
New +$113K 0.02% 311
2020
Q4 		$95K Buy
621
+49
+9% +$7.11K 0.01% 305
2020
Q3 		$76K Buy
572
+208
+57% +$27.8K 0.01% 307
2020
Q2 		$46K Buy
364
+1
+0.3% +$116 0.01% 379
2020
Q1 		$34K Buy
+363
New +$41.4K 0.01% 395

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

Arax Advisory Partners's BR Position: Q2 2026 in Review

Arax Advisory Partners increased its Broadridge (BR) stake by 204% in Q2 2026, buying an estimated $676K and bringing the position to 6,662 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #1263.

Arax Advisory Partners first reported a position in BR in Q1 2020 and has held it in 25 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Arax Advisory Partners held 6,662 shares of Broadridge worth $912K as of Q2 2026.
  • Arax Advisory Partners bought 4,473 Broadridge shares in Q2 2026, an estimated $676K.
  • Broadridge made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1263 holding.
  • Arax Advisory Partners first reported a position in Broadridge in Q1 2020 and has held it in 25 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.