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Avantax Advisory Services’s Broadridge BR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.58M Sell
10,620
-1,007
-9% -$239K 0.01% 682
2025
Q1 		$2.82M Buy
11,627
+416
+4% +$97.9K 0.02% 603
2024
Q4 		$2.53M Sell
11,211
-104
-0.9% -$23.3K 0.02% 612
2024
Q3 		$2.43M Sell
11,315
-358
-3% -$74.9K 0.02% 609
2024
Q2 		$2.3M Buy
11,673
+6,323
+118% +$1.25M 0.02% 606
2024
Q1 		$1.1M Buy
5,350
+38
+0.7% +$7.66K 0.01% 713
2023
Q4 		$1.09M Buy
5,312
+1,076
+25% +$199K 0.01% 678
2023
Q3 		$758K Sell
4,236
-73
-2% -$12.9K 0.01% 781
2023
Q2 		$714K Buy
4,309
+138
+3% +$20.9K 0.01% 801
2023
Q1 		$611K Buy
4,171
+183
+5% +$26.2K 0.01% 829
2022
Q4 		$535K Buy
3,988
+969
+32% +$138K 0.01% 830
2022
Q3 		$436K Buy
3,019
+352
+13% +$57.1K 0.01% 833
2022
Q2 		$380K Buy
2,667
+49
+2% +$7.11K 0.01% 902
2022
Q1 		$408K Sell
2,618
-13
-0.5% -$2K 0.01% 865
2021
Q4 		$481K Buy
2,631
+562
+27% +$98.8K 0.01% 775
2021
Q3 		$343K Buy
2,069
+484
+31% +$82.4K 0.01% 865
2021
Q2 		$256K Buy
1,585
+16
+1% +$2.56K ﹤0.01% 976
2021
Q1 		$240K Sell
1,569
-364
-19% -$53.8K 0.01% 900
2020
Q4 		$297K Sell
1,933
-868
-31% -$126K 0.01% 726
2020
Q3 		$371K Buy
+2,801
New +$374K 0.01% 927
2020
Q1 		– Sell
-7,926
Closed -$980K – 807
2019
Q4 		$980K Sell
7,926
-18
-0.2% -$2.2K 0.02% 339
2019
Q3 		$988K Buy
7,944
+424
+6% +$54.6K 0.04% 213
2019
Q2 		$960K Sell
7,520
-126
-2% -$15.2K 0.04% 196
2019
Q1 		$793K Buy
7,646
+2,176
+40% +$218K 0.04% 210
2018
Q4 		$528K Buy
+5,470
New +$592K 0.09% 216

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Avantax Advisory Services's BR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Broadridge (BR) stake by 8.7% in Q2 2025, selling an estimated $239K and leaving 10,620 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #682.

Avantax Advisory Services first reported a position in BR in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.82M in Q1 2025. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Avantax Advisory Services held 10,620 shares of Broadridge worth $2.58M as of Q2 2025.
  • Avantax Advisory Services sold 1,007 Broadridge shares in Q2 2025, an estimated $239K.
  • Broadridge made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #682 holding.
  • Avantax Advisory Services first reported a position in Broadridge in Q4 2018 and has held it in 25 quarters since.
  • Avantax Advisory Services's Broadridge position peaked at $2.82M in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.