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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
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% +$3.29K 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

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cedar Mountain Advisors's BR Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Broadridge (BR) stake by 0.07% in Q2 2026, buying an estimated $604 and bringing the position to 5,387 shares worth $738K. The position accounts for 0.13% of the portfolio, ranked #43.

Cedar Mountain Advisors first reported a position in BR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q3 2025. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cedar Mountain Advisors held 5,387 shares of Broadridge worth $738K as of Q2 2026.
  • Cedar Mountain Advisors bought 4 Broadridge shares in Q2 2026, an estimated $604.
  • Broadridge made up 0.13% of Cedar Mountain Advisors's portfolio in Q2 2026, its #43 holding.
  • Cedar Mountain Advisors first reported a position in Broadridge in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Broadridge position peaked at $1.28M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.