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Atlas Legacy Advisors’s Broadridge BR Stock Holding History

Atlas Legacy 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 		$442K Sell
3,226
-308
-9% -$46.5K 0.07% 155
2026
Q1 		$574K Buy
3,534
+90
+3% +$17.1K 0.1% 119
2025
Q4 		$769K Buy
3,444
+366
+12% +$83.5K 0.13% 107
2025
Q3 		$733K Buy
3,078
+13
+0.4% +$3.24K 0.14% 102
2025
Q2 		$745K Buy
3,065
+620
+25% +$147K 0.16% 93
2025
Q1 		$593K Sell
2,445
-685
-22% -$161K 0.15% 92
2024
Q4 		$708K Buy
+3,130
New +$701K 0.17% 80

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 Legacy Advisors's BR Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Broadridge (BR) stake by 8.7% in Q2 2026, selling an estimated $46.5K and leaving 3,226 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #155.

Atlas Legacy Advisors first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $769K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Atlas Legacy Advisors held 3,226 shares of Broadridge worth $442K as of Q2 2026.
  • Atlas Legacy Advisors sold 308 Broadridge shares in Q2 2026, an estimated $46.5K.
  • Broadridge made up 0.07% of Atlas Legacy Advisors's portfolio in Q2 2026, its #155 holding.
  • Atlas Legacy Advisors first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Broadridge position peaked at $769K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.