Cetera Investment Advisers
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Cetera Investment Advisers’s Broadridge BR Stock Holding History

Cetera Investment Advisers’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 		$4.86M Sell
35,523
-1,604
-4% -$242K ﹤0.01% 1642
2026
Q1 		$6.03M Sell
37,127
-658
-2% -$125K 0.01% 1379
2025
Q4 		$8.43M Sell
37,785
-3,986
-10% -$909K 0.01% 1137
2025
Q3 		$9.95M Buy
41,771
+10,932
+35% +$2.72M 0.01% 987
2025
Q2 		$7.49M Sell
30,839
-483
-2% -$115K 0.01% 970
2025
Q1 		$7.59M Buy
31,322
+3,037
+11% +$715K 0.01% 902
2024
Q4 		$6.4M Buy
28,285
+4,605
+19% +$1.03M 0.01% 916
2024
Q3 		$5.09M Sell
23,680
-1,567
-6% -$328K 0.01% 991
2024
Q2 		$4.97M Sell
25,247
-1,823
-7% -$362K 0.01% 1000
2024
Q1 		$5.55M Buy
27,070
+19,216
+245% +$3.88M 0.01% 929
2023
Q4 		$1.62M Sell
7,854
-284
-3% -$52.4K 0.01% 876
2023
Q3 		$1.46M Buy
8,138
+758
+10% +$134K 0.01% 883
2023
Q2 		$1.22M Buy
7,380
+662
+10% +$100K 0.01% 975
2023
Q1 		$984K Sell
6,718
-200
-3% -$28.6K 0.01% 1045
2022
Q4 		$928K Buy
6,918
+958
+16% +$136K 0.01% 1030
2022
Q3 		$860K Sell
5,960
-77
-1% -$12.5K 0.02% 783
2022
Q2 		$861K Sell
6,037
-104
-2% -$15.1K 0.01% 857
2022
Q1 		$956K Buy
6,141
+153
+3% +$23.5K 0.01% 837
2021
Q4 		$1.09M Buy
5,988
+206
+4% +$36.2K 0.02% 782
2021
Q3 		$963K Buy
5,782
+162
+3% +$27.6K 0.02% 785
2021
Q2 		$908K Buy
5,620
+1,646
+41% +$263K 0.01% 813
2021
Q1 		$609K Sell
3,974
-2,148
-35% -$317K 0.01% 872
2020
Q4 		$938K Buy
+6,122
New +$888K 0.02% 684

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

Cetera Investment Advisers's BR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Broadridge (BR) stake by 4.3% in Q2 2026, selling an estimated $242K and leaving 35,523 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Cetera Investment Advisers first reported a position in BR in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.95M in Q3 2025. 1,020 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cetera Investment Advisers held 35,523 shares of Broadridge worth $4.86M as of Q2 2026.
  • Cetera Investment Advisers sold 1,604 Broadridge shares in Q2 2026, an estimated $242K.
  • Broadridge made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1642 holding.
  • Cetera Investment Advisers first reported a position in Broadridge in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Broadridge position peaked at $9.95M in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.