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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
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

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

Beacon Investment Advisory Services's BR Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Broadridge (BR) stake by 704% in Q2 2026, buying an estimated $87.1K and bringing the position to 659 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Beacon Investment Advisory Services first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Beacon Investment Advisory Services held 659 shares of Broadridge worth $90.3K as of Q2 2026.
  • Beacon Investment Advisory Services bought 577 Broadridge shares in Q2 2026, an estimated $87.1K.
  • Broadridge made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #350 holding.
  • Beacon Investment Advisory Services first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.