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Brookstone Capital Management’s Broadridge BR Stock Holding History

Brookstone Capital Management’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 		$267K Buy
1,947
+37
+2% +$5.59K ﹤0.01% 1148
2026
Q1 		$310K Buy
+1,910
New +$363K ﹤0.01% 1017
2024
Q2 		– Sell
-1,234
Closed -$253K – 954
2024
Q1 		$253K Buy
+1,234
New +$249K ﹤0.01% 812

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

Brookstone Capital Management's BR Position: Q2 2026 in Review

Brookstone Capital Management increased its Broadridge (BR) stake by 1.9% in Q2 2026, buying an estimated $5.59K and bringing the position to 1,947 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Brookstone Capital Management first reported a position in BR in Q1 2024 and has held it in 3 quarters since. The position peaked at $310K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Brookstone Capital Management held 1,947 shares of Broadridge worth $267K as of Q2 2026.
  • Brookstone Capital Management bought 37 Broadridge shares in Q2 2026, an estimated $5.59K.
  • Broadridge made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1148 holding.
  • Brookstone Capital Management first reported a position in Broadridge in Q1 2024 and has held it in 3 quarters since.
  • Brookstone Capital Management's Broadridge position peaked at $310K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.