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Buttonwood Financial Advisors’s Broadridge BR Stock Holding History

Buttonwood Financial 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 		$990K Buy
7,232
+2,638
+57% +$398K 0.3% 59
2026
Q1 		$746K Buy
+4,594
New +$873K 0.25% 64

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Buttonwood Financial Advisors's BR Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its Broadridge (BR) stake by 57% in Q2 2026, buying an estimated $398K and bringing the position to 7,232 shares worth $990K. The position accounts for 0.3% of the portfolio, ranked #59.

Buttonwood Financial Advisors first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Buttonwood Financial Advisors held 7,232 shares of Broadridge worth $990K as of Q2 2026.
  • Buttonwood Financial Advisors bought 2,638 Broadridge shares in Q2 2026, an estimated $398K.
  • Broadridge made up 0.3% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Buttonwood Financial Advisors first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.