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B. Riley Wealth Advisors’s Broadridge BR Stock Holding History

B. Riley Wealth 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 		– Sell
-1,275
Closed -$208K – 933
2026
Q1 		$208K Sell
1,275
-233
-15% -$44.3K 0.01% 711
2025
Q4 		$337K Sell
1,508
-10
-0.7% -$2.28K 0.02% 669
2025
Q3 		$362K Sell
1,518
-233
-13% -$58K 0.02% 645
2025
Q2 		$425K Buy
+1,751
New +$416K 0.02% 590
2024
Q4 		$504K Buy
2,222
+61
+3% +$13.7K 0.02% 693
2024
Q3 		$466K Sell
2,161
-456
-17% -$95.4K 0.01% 766
2024
Q2 		$518K Sell
2,617
-2,160
-45% -$428K 0.01% 801
2024
Q1 		$859K Buy
4,777
+1,469
+44% +$296K 0.02% 575
2023
Q4 		$683K Sell
3,308
-1,469
-31% -$271K 0.02% 669
2023
Q3 		$859K Buy
4,777
+506
+12% +$89.6K 0.02% 575
2023
Q2 		$711K Buy
4,271
+95
+2% +$14.4K 0.02% 697
2023
Q1 		$615K Buy
4,176
+1,377
+49% +$197K 0.02% 725
2022
Q4 		$377K Sell
2,799
-1,254
-31% -$178K 0.01% 919
2022
Q3 		$587K Sell
4,053
-184
-4% -$29.9K 0.02% 685
2022
Q2 		$606K Buy
4,237
+204
+5% +$29.6K 0.03% 581
2022
Q1 		$629K Sell
4,033
-4,110
-50% -$631K 0.02% 633
2021
Q4 		$1.49M Buy
8,143
+1,555
+24% +$273K 0.04% 425
2021
Q3 		$1.09M Sell
6,588
-83
-1% -$14.1K 0.03% 493
2021
Q2 		$1.06M Sell
6,671
-327
-5% -$52.3K 0.03% 495
2021
Q1 		$1.07M Buy
6,998
+1,313
+23% +$194K 0.04% 461
2020
Q4 		$872K Sell
5,685
-2,586
-31% -$375K 0.05% 368
2020
Q3 		$1.08M Buy
8,271
+507
+7% +$67.8K 0.06% 295
2020
Q2 		$980K Sell
7,764
-4,343
-36% -$503K 0.07% 282
2020
Q1 		$1.15M Buy
12,107
+5,405
+81% +$617K 0.1% 211
2019
Q4 		$829K Sell
6,702
-3,724
-36% -$455K 0.07% 271
2019
Q3 		$1.3M Buy
10,426
+883
+9% +$114K 0.13% 180
2019
Q2 		$1.22M Buy
9,543
+2,669
+39% +$321K 0.13% 165
2019
Q1 		$714K Buy
6,874
+2,167
+46% +$217K 0.09% 245
2018
Q4 		$455K Sell
4,707
-96
-2% -$10.4K 0.06% 328
2018
Q3 		$635K Sell
4,803
-98
-2% -$12.4K 0.08% 288
2018
Q2 		$565K Sell
4,901
-197
-4% -$22.2K 0.07% 291
2018
Q1 		$561K Sell
5,098
-17
-0.3% -$1.69K 0.08% 276
2017
Q4 		$464K Hold
5,115
– – 0.06% 329
2017
Q3 		$415K Sell
5,115
-113
-2% -$8.7K 0.07% 302
2017
Q2 		$397K Sell
5,228
-168
-3% -$12.1K 0.07% 302
2017
Q1 		$368K Sell
5,396
-30
-0.6% -$2.03K 0.07% 292
2016
Q4 		$362K Buy
5,426
+358
+7% +$23.3K 0.07% 304
2016
Q3 		$366K Sell
5,068
-335
-6% -$22.9K 0.07% 345
2016
Q2 		$354K Hold
5,403
– – 0.07% 346
2016
Q1 		$320K Buy
5,403
+40
+0.7% +$2.18K 0.07% 331
2015
Q4 		$290K Buy
+5,363
New +$301K 0.06% 373
2015
Q1 		– Sell
-1,066
Closed -$49 – 741
2014
Q4 		$49 Buy
+1,066
New +$46.6K ﹤0.01% 2099
2014
Q3 		– Sell
-1,155
Closed -$48.1K – 796
2014
Q2 		$48.1K Buy
+1,155
New +$45.2K 0.01% 1048

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's BR Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,275 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in BR in Q2 2014 and held it in 43 quarters. The position peaked at $1.49M in Q4 2021. 152 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,275 Broadridge shares in Q2 2026, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in Broadridge in Q2 2014 and held it in 43 quarters.
  • B. Riley Wealth Advisors's Broadridge position peaked at $1.49M in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.