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Centaurus Financial’s Broadridge BR Stock Holding History

Centaurus Financial’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 		– Sell
-5,883
Closed -$956K – 1114
2026
Q1 		$956K Buy
5,883
+42
+0.7% +$7.98K 0.05% 357
2025
Q4 		$1.3M Buy
5,841
+370
+7% +$84.4K 0.06% 285
2025
Q3 		$1.3M Sell
5,471
-74
-1% -$18.4K 0.06% 270
2025
Q2 		$1.35M Sell
5,545
-46
-0.8% -$10.9K 0.08% 242
2025
Q1 		$1.36M Sell
5,591
-651
-10% -$153K 0.08% 225
2024
Q4 		$1.41M Sell
6,242
-808
-11% -$181K 0.09% 217
2024
Q3 		$1.52M Buy
7,050
+876
+14% +$183K 0.1% 197
2024
Q2 		$1.22M Buy
+6,174
New +$1.22M 0.08% 218
2023
Q2 		– Sell
-776
Closed -$114K – 764
2023
Q1 		$114K Buy
+776
New +$111K 0.01% 812
2022
Q1 		– Sell
-625
Closed -$114K – 901
2021
Q4 		$114K Hold
625
– – 0.01% 856
2021
Q3 		$104K Hold
625
– – 0.01% 854
2021
Q2 		$101K Buy
+625
New +$99.9K 0.01% 869
2020
Q1 		– Sell
-875
Closed -$108K – 535
2019
Q4 		$108K Buy
+875
New +$107K 0.02% 599
2019
Q3 		– Sell
-921
Closed -$118K – 464
2019
Q2 		$118K Buy
+921
New +$111K 0.02% 536
2018
Q4 		– Sell
-1,000
Closed -$137K – 479
2018
Q3 		$137K Sell
1,000
-342
-25% -$43.4K 0.02% 452
2018
Q2 		$154K Buy
1,342
+287
+27% +$32.4K 0.02% 579
2018
Q1 		$116K Buy
+1,055
New +$105K 0.03% 415

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

Centaurus Financial's BR Position: Q2 2026 in Review

Centaurus Financial sold out of Broadridge (BR) in Q2 2026, closing a stake of 5,883 shares — an estimated $956K sold.

Centaurus Financial first reported a position in BR in Q1 2018 and held it in 17 quarters. The position peaked at $1.52M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Centaurus Financial reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Centaurus Financial sold 5,883 Broadridge shares in Q2 2026, an estimated $956K.
  • Centaurus Financial first reported a position in Broadridge in Q1 2018 and held it in 17 quarters.
  • Centaurus Financial's Broadridge position peaked at $1.52M in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.