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Avanza Fonder’s Broadridge BR Stock Holding History

Avanza Fonder’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 		$1.22M Hold
8,940
– – 0.03% 322
2026
Q1 		$1.45M Hold
8,940
– – 0.04% 307
2025
Q4 		$2M Hold
8,940
– – 0.05% 276
2025
Q3 		$2.13M Hold
8,940
– – 0.06% 245
2025
Q2 		$2.17M Buy
8,940
+268
+3% +$63.7K 0.06% 231
2025
Q1 		$2.14M Buy
8,672
+1,264
+17% +$297K 0.07% 233
2024
Q4 		$1.67M Buy
+7,408
New +$1.66M 0.05% 278

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Avanza Fonder's BR Position: Q2 2026 in Review

Avanza Fonder held its Broadridge (BR) position steady in Q2 2026 at 8,940 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #322.

Avanza Fonder first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2025. 297 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Avanza Fonder held 8,940 shares of Broadridge worth $1.22M as of Q2 2026.
  • Avanza Fonder left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.03% of Avanza Fonder's portfolio in Q2 2026, its #322 holding.
  • Avanza Fonder first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's Broadridge position peaked at $2.17M in Q2 2025.
  • 297 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.