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Clearstead Advisors’s Broadridge BR Stock Holding History

Clearstead Advisors’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 		$137K Buy
1,003
+865
+627% +$131K ﹤0.01% 1186
2026
Q1 		$22.4K Sell
138
-343
-71% -$65.2K ﹤0.01% 1432
2025
Q4 		$107K Buy
481
+56
+13% +$12.8K ﹤0.01% 1108
2025
Q3 		$101K Sell
425
-240
-36% -$59.8K ﹤0.01% 1052
2025
Q2 		$162K Buy
665
+318
+92% +$75.6K ﹤0.01% 934
2025
Q1 		$84.1K Sell
347
-288
-45% -$67.8K ﹤0.01% 1028
2024
Q4 		$144K Sell
635
-101
-14% -$22.6K ﹤0.01% 932
2024
Q3 		$158K Buy
736
+272
+59% +$56.9K ﹤0.01% 919
2024
Q2 		$91.4K Buy
464
+340
+274% +$67.4K ﹤0.01% 1018
2024
Q1 		$24.5K Sell
124
-8
-6% -$1.61K ﹤0.01% 908
2023
Q4 		$27.2K Buy
132
+8
+6% +$1.48K ﹤0.01% 883
2023
Q3 		$22.2K Buy
124
+67
+118% +$11.9K ﹤0.01% 870
2023
Q2 		$9.44K Buy
+57
New +$8.63K ﹤0.01% 996
2022
Q4 		– Sell
-30
Closed -$4K – 1321
2022
Q3 		$4K Hold
30
– – ﹤0.01% 987
2022
Q2 		$4K Buy
30
+9
+43% +$1.31K ﹤0.01% 1022
2022
Q1 		$3K Hold
21
– – ﹤0.01% 1137
2021
Q4 		$4K Sell
21
-14
-40% -$2.46K ﹤0.01% 1016
2021
Q3 		$6K Buy
35
+5
+17% +$852 ﹤0.01% 997
2021
Q2 		$5K Buy
+30
New +$4.79K ﹤0.01% 876

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

Clearstead Advisors's BR Position: Q2 2026 in Review

Clearstead Advisors increased its Broadridge (BR) stake by 627% in Q2 2026, buying an estimated $131K and bringing the position to 1,003 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Clearstead Advisors first reported a position in BR in Q2 2021 and has held it in 19 quarters since. The position peaked at $162K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clearstead Advisors held 1,003 shares of Broadridge worth $137K as of Q2 2026.
  • Clearstead Advisors bought 865 Broadridge shares in Q2 2026, an estimated $131K.
  • Broadridge made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1186 holding.
  • Clearstead Advisors first reported a position in Broadridge in Q2 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Broadridge position peaked at $162K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.