BIAS
BR icon

Beacon Investment Advisory Services’s Broadridge BR Stock Holding History

Beacon Investment 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
2026
Q3 		$97.9K Sell
608
-51
-8% -$8.33K ﹤0.01% 342
2026
Q2 		$90.3K Buy
659
+577
+704% +$87.1K ﹤0.01% 350
2026
Q1 		$13.3K Buy
+82
New +$15.6K ﹤0.01% 610

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Beacon Investment Advisory Services's BR Position: Q3 2026 in Review

Beacon Investment Advisory Services reduced its Broadridge (BR) stake by 7.7% in Q3 2026, selling an estimated $8.33K and leaving 608 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Beacon Investment Advisory Services first reported a position in BR in Q1 2026 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Beacon Investment Advisory Services held 608 shares of Broadridge worth $97.9K as of Q3 2026.
  • Beacon Investment Advisory Services sold 51 Broadridge shares in Q3 2026, an estimated $8.33K.
  • Broadridge made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #342 holding.
  • Beacon Investment Advisory Services first reported a position in Broadridge in Q1 2026 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.