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Berger Financial Group’s Broadridge BR Stock Holding History

Berger Financial Group’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 		$4.17M Sell
30,434
-909
-3% -$137K 0.21% 94
2026
Q1 		$5.09M Buy
+31,343
New +$5.95M 0.29% 84
2022
Q1 		– Sell
-28,370
Closed -$5.19M – 272
2021
Q4 		$5.19M Buy
28,370
+788
+3% +$139K 0.69% 43
2021
Q3 		$4.6M Sell
27,582
-56
-0.2% -$9.54K 0.83% 38
2021
Q2 		$4.46M Buy
27,638
+901
+3% +$144K 0.81% 42
2021
Q1 		$4.09M Buy
+26,737
New +$3.95M 0.89% 44

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

Berger Financial Group's BR Position: Q2 2026 in Review

Berger Financial Group reduced its Broadridge (BR) stake by 2.9% in Q2 2026, selling an estimated $137K and leaving 30,434 shares worth $4.17M. The position accounts for 0.21% of the portfolio, ranked #94.

Berger Financial Group first reported a position in BR in Q1 2021 and has held it in 6 quarters since. The position peaked at $5.19M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Berger Financial Group held 30,434 shares of Broadridge worth $4.17M as of Q2 2026.
  • Berger Financial Group sold 909 Broadridge shares in Q2 2026, an estimated $137K.
  • Broadridge made up 0.21% of Berger Financial Group's portfolio in Q2 2026, its #94 holding.
  • Berger Financial Group first reported a position in Broadridge in Q1 2021 and has held it in 6 quarters since.
  • Berger Financial Group's Broadridge position peaked at $5.19M in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.