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Clayton Financial Group’s Broadridge BR Stock Holding History

Clayton Financial 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 		– Sell
-8
Closed -$1.3K – 130
2026
Q1 		$1.3K Buy
+8
New +$1.52K ﹤0.01% 533

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clayton Financial Group's BR Position: Q2 2026 in Review

Clayton Financial Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 8 shares — an estimated $1.3K sold.

Clayton Financial Group first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $1.3K in Q1 2026. 354 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clayton Financial Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 8 Broadridge shares in Q2 2026, an estimated $1.3K.
  • Clayton Financial Group first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
  • Clayton Financial Group's Broadridge position peaked at $1.3K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.