Armstrong Advisory Group’s Broadridge BR Stock Holding History

Armstrong Advisory Group’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 Q3	$66.7K	Hold	414	–	–	﹤0.01%	390
2026 Q2	$56.7K	Hold	414	–	–	﹤0.01%	414
2026 Q1	$67.3K	Hold	414	–	–	﹤0.01%	368
2025 Q4	$92.4K	Hold	414	–	–	0.01%	316
2025 Q3	$98.6K	Hold	414	–	–	0.01%	308
2025 Q2	$101K	Sell	414 -157	-27%	-$37.3K	0.01%	286
2025 Q1	$129K	Hold	571	–	–	0.01%	241
2024 Q4	$129K	Hold	571	–	–	0.01%	241
2024 Q3	$123K	Hold	571	–	–	0.01%	245
2024 Q2	$112K	Hold	571	–	–	0.01%	244
2024 Q1	$117K	Hold	571	–	–	0.01%	230
2023 Q4	$117K	Hold	571	–	–	0.01%	230
2023 Q3	$102K	Hold	571	–	–	0.01%	234
2023 Q2	$94.6K	Hold	571	–	–	0.01%	247
2023 Q1	$83.7K	Hold	571	–	–	0.01%	262
2022 Q4	$76.6K	Buy	+571	New	+$81.1K	0.01%	267

Other funds holding BR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Armstrong Advisory Group's BR Position: Q3 2026 in Review

Armstrong Advisory Group held its Broadridge (BR) position steady in Q3 2026 at 414 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Armstrong Advisory Group first reported a position in BR in Q4 2022 and has held it in 16 quarters since. The position peaked at $129K in Q1 2025. 910 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Armstrong Advisory Group held 414 shares of Broadridge worth $66.7K as of Q3 2026.
Armstrong Advisory Group left its Broadridge share count unchanged in Q3 2026.
Broadridge made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #390 holding.
Armstrong Advisory Group first reported a position in Broadridge in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Broadridge position peaked at $129K in Q1 2025.
910 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.