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Cassaday & Co Wealth Management’s Broadridge BR Stock Holding History

Cassaday & Co Wealth 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 		$65.5K Sell
478
-2
-0.4% -$302 ﹤0.01% 576
2026
Q1 		$78K Buy
+480
New +$91.2K ﹤0.01% 515

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

Cassaday & Co Wealth Management's BR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Broadridge (BR) stake by 0.42% in Q2 2026, selling an estimated $302 and leaving 478 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Cassaday & Co Wealth Management first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $78K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cassaday & Co Wealth Management held 478 shares of Broadridge worth $65.5K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 2 Broadridge shares in Q2 2026, an estimated $302.
  • Broadridge made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #576 holding.
  • Cassaday & Co Wealth Management first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Broadridge position peaked at $78K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.