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Astoria Portfolio Advisors’s Broadridge BR Stock Holding History

Astoria Portfolio Advisors’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 		$235K Buy
1,718
+50
+3% +$7.55K 0.04% 321
2026
Q1 		$261K Buy
1,668
+251
+18% +$47.7K 0.06% 244
2025
Q4 		$249K Buy
1,417
+280
+25% +$63.9K 0.06% 241
2025
Q3 		$269K Buy
1,137
+62
+6% +$15.4K 0.07% 214
2025
Q2 		$272K Sell
1,075
-27
-2% -$6.42K 0.08% 199
2025
Q1 		$260K Buy
1,102
+39
+4% +$9.18K 0.09% 183
2024
Q4 		$242K Sell
1,063
-19
-2% -$4.26K 0.09% 183
2024
Q3 		$239K Buy
1,082
+29
+3% +$6.07K 0.08% 175
2024
Q2 		$208K Sell
1,053
-48
-4% -$9.52K 0.07% 180
2024
Q1 		$216K Buy
1,101
+11
+1% +$2.22K 0.08% 174
2023
Q4 		$217K Buy
+1,090
New +$201K 0.09% 171

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 $3.38T AUM 44.17% 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

Astoria Portfolio Advisors's BR Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Broadridge (BR) stake by 3% in Q2 2026, buying an estimated $7.55K and bringing the position to 1,718 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #321.

Astoria Portfolio Advisors first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $272K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Astoria Portfolio Advisors held 1,718 shares of Broadridge worth $235K as of Q2 2026.
  • Astoria Portfolio Advisors bought 50 Broadridge shares in Q2 2026, an estimated $7.55K.
  • Broadridge made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #321 holding.
  • Astoria Portfolio Advisors first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Astoria Portfolio Advisors's Broadridge position peaked at $272K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.