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Atomi Financial Group’s Broadridge BR Stock Holding History

Atomi Financial 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
Q2 		$305K Buy
2,229
+21
+1% +$3.17K 0.01% 1022
2026
Q1 		$359K Sell
2,208
-3,361
-60% -$639K 0.01% 859
2025
Q4 		$1.24M Sell
5,569
-428
-7% -$97.6K 0.04% 349
2025
Q3 		$1.43M Buy
5,997
+153
+3% +$38.1K 0.05% 270
2025
Q2 		$1.42M Buy
5,844
+1,064
+22% +$253K 0.05% 248
2025
Q1 		$1.16M Buy
4,780
+676
+16% +$159K 0.05% 270
2024
Q4 		$928K Buy
4,104
+1,166
+40% +$261K 0.05% 280
2024
Q3 		$632K Buy
+2,938
New +$615K 0.04% 371

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

Atomi Financial Group's BR Position: Q2 2026 in Review

Atomi Financial Group increased its Broadridge (BR) stake by 0.95% in Q2 2026, buying an estimated $3.17K and bringing the position to 2,229 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1022.

Atomi Financial Group first reported a position in BR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Atomi Financial Group held 2,229 shares of Broadridge worth $305K as of Q2 2026.
  • Atomi Financial Group bought 21 Broadridge shares in Q2 2026, an estimated $3.17K.
  • Broadridge made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1022 holding.
  • Atomi Financial Group first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Broadridge position peaked at $1.43M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.