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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
Q2 		$867K Buy
6,328
+1,325
+26% +$200K 0.26% 44
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 $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

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

BHK Investment Advisors increased its Broadridge (BR) stake by 26% in Q2 2026, buying an estimated $200K and bringing the position to 6,328 shares worth $867K. The position accounts for 0.26% of the portfolio, ranked #44.

BHK Investment Advisors first reported a position in BR in Q2 2024 and has held it in 9 quarters since. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • BHK Investment Advisors held 6,328 shares of Broadridge worth $867K as of Q2 2026.
  • BHK Investment Advisors bought 1,325 Broadridge shares in Q2 2026, an estimated $200K.
  • Broadridge made up 0.26% of BHK Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • BHK Investment Advisors first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.