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Ares Financial Consulting’s Broadridge BR Stock Holding History

Ares Financial Consulting’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 		$4.38K Sell
32
-45
-58% -$6.8K ﹤0.01% 742
2026
Q1 		$12.3K Buy
77
+32
+71% +$6.08K 0.01% 507
2025
Q4 		$10K Buy
+45
New +$10.3K 0.01% 360

Other funds holding BR

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ares Financial Consulting's BR Position: Q2 2026 in Review

Ares Financial Consulting reduced its Broadridge (BR) stake by 58% in Q2 2026, selling an estimated $6.8K and leaving 32 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Ares Financial Consulting first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q1 2026. 488 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Ares Financial Consulting held 32 shares of Broadridge worth $4.38K as of Q2 2026.
  • Ares Financial Consulting sold 45 Broadridge shares in Q2 2026, an estimated $6.8K.
  • Broadridge made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #742 holding.
  • Ares Financial Consulting first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Broadridge position peaked at $12.3K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.