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Capital Advisors Ltd’s Broadridge BR Stock Holding History

Capital Advisors Ltd’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 		$54K Sell
392
-2
-0.5% -$302 0.01% 500
2026
Q1 		$64K Sell
394
-27
-6% -$5.13K 0.01% 455
2025
Q4 		$94K Hold
421
– – 0.01% 380
2025
Q3 		$100K Hold
421
– – 0.01% 368
2025
Q2 		$102K Buy
421
+29
+7% +$6.89K 0.01% 345
2025
Q1 		$95K Hold
392
– – 0.01% 346
2024
Q4 		$89K Hold
392
– – 0.01% 354
2024
Q3 		$84K Hold
392
– – 0.01% 366
2024
Q2 		$77K Sell
392
-6
-2% -$1.19K 0.01% 366
2024
Q1 		$82K Buy
398
+6
+2% +$1.21K 0.01% 363
2023
Q4 		$81K Hold
392
– – 0.01% 354
2023
Q3 		$70K Hold
392
– – 0.01% 366
2023
Q2 		$65K Buy
392
+311
+384% +$47.1K 0.01% 388
2023
Q1 		$12K Sell
81
-323
-80% -$46.2K ﹤0.01% 522
2022
Q4 		$13K Buy
404
+306
+312% +$43.5K ﹤0.01% 511
2022
Q3 		$14K Buy
98
+17
+21% +$2.76K ﹤0.01% 487
2022
Q2 		$12K Sell
81
-22
-21% -$3.19K ﹤0.01% 480
2022
Q1 		$16K Buy
103
+20
+24% +$3.07K ﹤0.01% 465
2021
Q4 		$15K Buy
83
+2
+2% +$352 ﹤0.01% 461
2021
Q3 		$13K Buy
+81
New +$13.8K ﹤0.01% 408

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

Capital Advisors Ltd's BR Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Broadridge (BR) stake by 0.51% in Q2 2026, selling an estimated $302 and leaving 392 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #500.

Capital Advisors Ltd first reported a position in BR in Q3 2021 and has held it in 20 quarters since. The position peaked at $102K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Capital Advisors Ltd held 392 shares of Broadridge worth $54K as of Q2 2026.
  • Capital Advisors Ltd sold 2 Broadridge shares in Q2 2026, an estimated $302.
  • Broadridge made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #500 holding.
  • Capital Advisors Ltd first reported a position in Broadridge in Q3 2021 and has held it in 20 quarters since.
  • Capital Advisors Ltd's Broadridge position peaked at $102K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.