Bestgate Wealth Advisors’s Broadridge BR Stock Holding History

Bestgate 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 Q3	$220K	Buy	+1,363	New	+$223K	0.14%	71
2026 Q1	–	Sell	-1,017	Closed	-$227K	–	47
2025 Q4	$227K	Sell	1,017 -147	-13%	-$33.5K	0.4%	50
2025 Q3	$277K	Buy	1,164 +37	+3%	+$9.21K	0.49%	46
2025 Q2	$273K	Hold	1,127	–	–	0.57%	41
2025 Q1	$273K	Hold	1,127	–	–	0.57%	41
2024 Q4	$255K	Buy	+1,127	New	+$252K	0.51%	46

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bestgate Wealth Advisors's BR Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in Broadridge (BR) in Q3 2026: 1,363 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #71 among its holdings. This is a return to the name: Bestgate Wealth Advisors previously reported a position in BR as recently as Q4 2025.

Bestgate Wealth Advisors first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 112 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Bestgate Wealth Advisors held 1,363 shares of Broadridge worth $220K as of Q3 2026.
Broadridge was a new Bestgate Wealth Advisors position in Q3 2026.
Broadridge made up 0.14% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #71 holding.
Bestgate Wealth Advisors first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
Bestgate Wealth Advisors's Broadridge position peaked at $277K in Q3 2025.
112 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.