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Atlas Brown’s Broadridge BR Stock Holding History

Atlas Brown’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 		– Sell
-1,370
Closed -$223K – 239
2026
Q1 		$223K Buy
1,370
+6
+0.4% +$1.14K 0.07% 211
2025
Q4 		$304K Buy
1,364
+5
+0.4% +$1.14K 0.09% 181
2025
Q3 		$324K Buy
1,359
+1
+0.1% +$249 0.1% 175
2025
Q2 		$330K Hold
1,358
– – 0.11% 173
2025
Q1 		$329K Hold
1,358
– – 0.12% 166
2024
Q4 		$307K Buy
1,358
+1
+0.1% +$224 0.11% 165
2024
Q3 		$292K Buy
1,357
+1
+0.1% +$209 0.1% 170
2024
Q2 		$267K Buy
1,356
+3
+0.2% +$595 0.1% 173
2024
Q1 		$277K Buy
1,353
+1
+0.1% +$202 0.1% 170
2023
Q4 		$278K Hold
1,352
– – 0.12% 157
2023
Q3 		$242K Hold
1,352
– – 0.11% 159
2023
Q2 		$224K Buy
+1,352
New +$205K 0.1% 173
2022
Q2 		– Sell
-1,350
Closed -$210K – 176
2022
Q1 		$210K Hold
1,350
– – 0.09% 173
2021
Q4 		$247K Hold
1,350
– – 0.1% 166
2021
Q3 		$225K Hold
1,350
– – 0.1% 164
2021
Q2 		$218K Hold
1,350
– – 0.09% 168
2021
Q1 		$207K Hold
1,350
– – 0.1% 165
2020
Q4 		$207K Buy
+1,350
New +$196K 0.11% 156
2018
Q3 		– Sell
-2,650
Closed -$311K – 145
2018
Q2 		$311K Hold
2,650
– – 0.07% 118
2018
Q1 		$291K Hold
2,650
– – 0.05% 122
2017
Q4 		$255K Sell
2,650
-102
-4% -$8.9K 0.05% 127
2017
Q3 		$222K Buy
+2,752
New +$212K 0.05% 124

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

Atlas Brown's BR Position: Q2 2026 in Review

Atlas Brown sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,370 shares — an estimated $223K sold.

Atlas Brown first reported a position in BR in Q3 2017 and held it in 22 quarters. The position peaked at $330K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Atlas Brown reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Atlas Brown sold 1,370 Broadridge shares in Q2 2026, an estimated $223K.
  • Atlas Brown first reported a position in Broadridge in Q3 2017 and held it in 22 quarters.
  • Atlas Brown's Broadridge position peaked at $330K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.