BIA
BR icon

BHK Investment Advisors’s Broadridge BR Stock Holding History

BHK 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
Q1 		$813K Buy
5,003
+1,932
+63% +$367K 0.27% 44
2025
Q4 		$685K Buy
3,071
+385
+14% +$87.8K 0.23% 45
2025
Q3 		$640K Hold
2,686
– – 0.24% 37
2025
Q2 		$653K Buy
2,686
+15
+0.6% +$3.56K 0.26% 36
2025
Q1 		$648K Sell
2,671
-44
-2% -$10.4K 0.27% 35
2024
Q4 		$614K Sell
2,715
-23
-0.8% -$5.15K 0.23% 37
2024
Q3 		$589K Buy
2,738
+1,513
+124% +$316K 0.22% 40
2024
Q2 		$241K Buy
+1,225
New +$243K 0.09% 59

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHK Investment Advisors's BR Position: Q1 2026 in Review

BHK Investment Advisors increased its Broadridge (BR) stake by 63% in Q1 2026, buying an estimated $367K and bringing the position to 5,003 shares worth $813K. The position accounts for 0.27% of the portfolio, ranked #44.

BHK Investment Advisors first reported a position in BR in Q2 2024 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • BHK Investment Advisors held 5,003 shares of Broadridge worth $813K as of Q1 2026.
  • BHK Investment Advisors bought 1,932 Broadridge shares in Q1 2026, an estimated $367K.
  • Broadridge made up 0.27% of BHK Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • BHK Investment Advisors first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.