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Compass Financial Management’s Broadridge BR Stock Holding History

Compass Financial Management’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
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

Compass Financial Management's BR Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.