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Bell Investment Advisors’s Broadridge BR Stock Holding History

Bell Investment 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 		$29.2K Buy
213
+129
+154% +$19.5K ﹤0.01% 383
2026
Q1 		$13.6K Buy
84
+47
+127% +$8.93K ﹤0.01% 571
2025
Q4 		$8.26K Sell
37
-6
-14% -$1.37K ﹤0.01% 769
2025
Q3 		$10.2K Hold
43
– – ﹤0.01% 637
2025
Q2 		$10.5K Hold
43
– – ﹤0.01% 657
2025
Q1 		$10.4K Buy
43
+2
+5% +$471 ﹤0.01% 586
2024
Q4 		$9.27K Buy
41
+6
+17% +$1.34K ﹤0.01% 631
2024
Q3 		$7.53K Buy
35
+2
+6% +$418 ﹤0.01% 742
2024
Q2 		$6.5K Buy
33
+10
+43% +$1.98K ﹤0.01% 799
2024
Q1 		$4.71K Sell
23
-3
-12% -$605 ﹤0.01% 955
2023
Q4 		$5.35K Buy
26
+2
+8% +$369 ﹤0.01% 844
2023
Q3 		$4.3K Sell
24
-2
-8% -$354 ﹤0.01% 886
2023
Q2 		$4.31K Buy
26
+3
+13% +$454 ﹤0.01% 899
2023
Q1 		$3.37K Buy
23
+11
+92% +$1.57K ﹤0.01% 982
2022
Q4 		$1.61K Sell
12
-5
-29% -$710 ﹤0.01% 1395
2022
Q3 		$2K Hold
17
– – ﹤0.01% 1051
2022
Q2 		$2K Buy
+17
New +$2.47K ﹤0.01% 1104
2021
Q4 		$6K Buy
31
+3
+11% +$527 ﹤0.01% 655
2021
Q3 		$5K Buy
+28
New +$4.77K ﹤0.01% 691

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

Bell Investment Advisors's BR Position: Q2 2026 in Review

Bell Investment Advisors increased its Broadridge (BR) stake by 154% in Q2 2026, buying an estimated $19.5K and bringing the position to 213 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Bell Investment Advisors first reported a position in BR in Q3 2021 and has held it in 19 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bell Investment Advisors held 213 shares of Broadridge worth $29.2K as of Q2 2026.
  • Bell Investment Advisors bought 129 Broadridge shares in Q2 2026, an estimated $19.5K.
  • Broadridge made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #383 holding.
  • Bell Investment Advisors first reported a position in Broadridge in Q3 2021 and has held it in 19 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.