Concurrent Investment Advisors’s Broadridge BR Stock Holding History

Concurrent Investment 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	$1.35M	Sell	9,828 -3,706	-27%	-$560K	0.01%	870
2026 Q1	$2.2M	Sell	13,534 -3,512	-21%	-$667K	0.02%	583
2025 Q4	$3.8M	Buy	17,046 +5,789	+51%	+$1.32M	0.04%	394
2025 Q3	$2.68M	Sell	11,257 -644	-5%	-$160K	0.05%	386
2025 Q2	$2.89M	Buy	11,901 +231	+2%	+$54.9K	0.06%	335
2025 Q1	$2.83M	Buy	11,670 +1,678	+17%	+$395K	0.07%	293
2024 Q4	$2.26M	Buy	9,992 +1,154	+13%	+$258K	0.06%	296
2024 Q3	$1.9M	Buy	8,838 +425	+5%	+$88.9K	0.06%	326
2024 Q2	$1.66M	Buy	8,413 +308	+4%	+$61.1K	0.05%	321
2024 Q1	$1.66M	Buy	8,105 +373	+5%	+$75.2K	0.07%	275
2023 Q4	$1.59M	Buy	+7,732	New	+$1.43M	0.08%	261

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Concurrent Investment Advisors's BR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Broadridge (BR) stake by 27% in Q2 2026, selling an estimated $560K and leaving 9,828 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #870.

Concurrent Investment Advisors first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q4 2025. 306 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Concurrent Investment Advisors held 9,828 shares of Broadridge worth $1.35M as of Q2 2026.
Concurrent Investment Advisors sold 3,706 Broadridge shares in Q2 2026, an estimated $560K.
Broadridge made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #870 holding.
Concurrent Investment Advisors first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Broadridge position peaked at $3.8M in Q4 2025.
306 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.