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Bare Financial Services’s Broadridge BR Stock Holding History

Bare Financial 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
2026
Q2 		$7.4K Buy
54
+45
+500% +$6.8K ﹤0.01% 711
2026
Q1 		$1.46K Sell
9
-22
-71% -$4.18K ﹤0.01% 1096
2025
Q4 		$6.92K Buy
31
+2
+7% +$456 ﹤0.01% 401
2025
Q3 		$6.91K Sell
29
-5
-15% -$1.25K ﹤0.01% 392
2025
Q2 		$8.26K Buy
34
+22
+183% +$5.23K ﹤0.01% 236
2025
Q1 		$2.91K Buy
+12
New +$2.82K ﹤0.01% 174

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

Bare Financial Services's BR Position: Q2 2026 in Review

Bare Financial Services increased its Broadridge (BR) stake by 500% in Q2 2026, buying an estimated $6.8K and bringing the position to 54 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Bare Financial Services first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.26K in Q2 2025. 1,016 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bare Financial Services held 54 shares of Broadridge worth $7.4K as of Q2 2026.
  • Bare Financial Services bought 45 Broadridge shares in Q2 2026, an estimated $6.8K.
  • Broadridge made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #711 holding.
  • Bare Financial Services first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Broadridge position peaked at $8.26K in Q2 2025.
  • 1,016 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.