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Clark Financial Services Group’s Broadridge BR Stock Holding History

Clark Financial Services Group’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 		$207K Sell
1,509
-30
-2% -$4.53K 0.1% 94
2026
Q1 		$250K Buy
1,539
+105
+7% +$19.9K 0.14% 97
2025
Q4 		$320K Buy
1,434
+31
+2% +$7.07K 0.17% 87
2025
Q3 		$334K Buy
1,403
+219
+18% +$54.5K 0.18% 83
2025
Q2 		$288K Buy
1,184
+128
+12% +$30.4K 0.18% 88
2025
Q1 		$256K Buy
+1,056
New +$249K 0.18% 89

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

Clark Financial Services Group's BR Position: Q2 2026 in Review

Clark Financial Services Group reduced its Broadridge (BR) stake by 1.9% in Q2 2026, selling an estimated $4.53K and leaving 1,509 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #94.

Clark Financial Services Group first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $334K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clark Financial Services Group held 1,509 shares of Broadridge worth $207K as of Q2 2026.
  • Clark Financial Services Group sold 30 Broadridge shares in Q2 2026, an estimated $4.53K.
  • Broadridge made up 0.1% of Clark Financial Services Group's portfolio in Q2 2026, its #94 holding.
  • Clark Financial Services Group first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Clark Financial Services Group's Broadridge position peaked at $334K in Q3 2025.
  • 1,008 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.