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COMPASS FINANCIAL MANAGEMENT LLC’s Broadridge BR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$40.8K Buy
+290
New +$43.8K ﹤0.01% 724

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Broadridge (BR) in Q2 2026: 290 shares worth $40.8K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings.

783 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 290 shares of Broadridge worth $40.8K as of Q2 2026.
  • Broadridge was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Broadridge made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #724 holding.
  • 783 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.