BWA
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Basecamp Wealth Advisors’s Broadridge BR Stock Holding History

Basecamp 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 		$71.2K Sell
520
-34
-6% -$5.13K 0.01% 456
2026
Q1 		$90K Buy
554
+7
+1% +$1.33K 0.02% 411
2025
Q4 		$122K Buy
+547
New +$125K 0.03% 335

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

Basecamp Wealth Advisors's BR Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Broadridge (BR) stake by 6.1% in Q2 2026, selling an estimated $5.13K and leaving 520 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #456.

Basecamp Wealth Advisors first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $122K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Basecamp Wealth Advisors held 520 shares of Broadridge worth $71.2K as of Q2 2026.
  • Basecamp Wealth Advisors sold 34 Broadridge shares in Q2 2026, an estimated $5.13K.
  • Broadridge made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • Basecamp Wealth Advisors first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Broadridge position peaked at $122K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.