Cedar Mountain Advisors
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Cedar Mountain Advisors’s Broadridge BR Stock Holding History

Cedar Mountain 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
Q3 		$868K Buy
5,391
+4
+0.1% +$653 0.15% 44
2026
Q2 		$738K Buy
5,387
+4
+0.1% +$604 0.13% 43
2026
Q1 		$875K Buy
5,383
+3
+0.1% +$570 0.17% 36
2025
Q4 		$1.2M Buy
5,380
+22
+0.4% +$5.02K 0.23% 33
2025
Q3 		$1.28M Buy
5,358
+1,649
+44% +$411K 0.25% 33
2025
Q2 		$901K Buy
3,709
+13
+0.4% +$3.09K 0.19% 31
2025
Q1 		$896K Buy
3,696
+14
+0.4% +$3.3K 0.2% 32
2024
Q4 		$832K Buy
3,682
+15
+0.4% +$3.36K 0.18% 34
2024
Q3 		$789K Buy
3,667
+2
+0.1% +$418 0.18% 34
2024
Q2 		$722K Sell
3,665
-8
-0.2% -$1.59K 0.18% 27
2024
Q1 		$752K Buy
3,673
+2
+0.1% +$403 0.19% 28
2023
Q4 		$755K Buy
3,671
+3
+0.1% +$553 0.2% 25
2023
Q3 		$657K Sell
3,668
-69
-2% -$12.2K 0.19% 27
2023
Q2 		$619K Buy
3,737
+3
+0.1% +$454 0.18% 28
2023
Q1 		$547K Buy
3,734
+3
+0.1% +$429 0.16% 29
2022
Q4 		$500K Buy
3,731
+2
+0.1% +$284 0.16% 27
2022
Q3 		$538K Buy
3,729
+3
+0.1% +$487 0.18% 26
2022
Q2 		$531K Buy
3,726
+2
+0.1% +$290 0.18% 26
2022
Q1 		$580K Buy
3,724
+2
+0.1% +$307 0.17% 27
2021
Q4 		$680K Buy
3,722
+3
+0.1% +$527 0.21% 21
2021
Q3 		$620K Sell
3,719
-13
-0.3% -$2.21K 0.21% 22
2021
Q2 		$603K Sell
3,732
-1,634
-30% -$261K 0.2% 22
2021
Q1 		$821K Buy
5,366
+2
+0% +$295 0.28% 19
2020
Q4 		$822K Buy
5,364
+2
+0% +$290 0.29% 19
2020
Q3 		$708K Buy
5,362
+3
+0.1% +$401 0.29% 20
2020
Q2 		$676K Buy
5,359
+2
+0% +$232 0.29% 18
2020
Q1 		$508K Buy
5,357
+3
+0.1% +$342 0.25% 18
2019
Q4 		$662K Buy
+5,354
New +$655K 0.27% 18

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Cedar Mountain Advisors's BR Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Broadridge (BR) stake by 0.07% in Q3 2026, buying an estimated $653 and bringing the position to 5,391 shares worth $868K. The position accounts for 0.15% of the portfolio, ranked #44.

Cedar Mountain Advisors first reported a position in BR in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.28M in Q3 2025. 245 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Cedar Mountain Advisors held 5,391 shares of Broadridge worth $868K as of Q3 2026.
  • Cedar Mountain Advisors bought 4 Broadridge shares in Q3 2026, an estimated $653.
  • Broadridge made up 0.15% of Cedar Mountain Advisors's portfolio in Q3 2026, its #44 holding.
  • Cedar Mountain Advisors first reported a position in Broadridge in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Broadridge position peaked at $1.28M in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.