Continuum Advisory’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.1K Buy
+344
New +$52K ﹤0.01% 806
2025
Q2
Sell
-141
Closed -$34.2K 554
2025
Q1
$34.2K Buy
141
+46
+48% +$10.8K ﹤0.01% 763
2024
Q4
$21.5K Sell
95
-2
-2% -$448 ﹤0.01% 832
2024
Q3
$22.1K Sell
97
-2
-2% -$418 ﹤0.01% 819
2024
Q2
$19.5K Buy
99
+2
+2% +$397 ﹤0.01% 791
2024
Q1
$18.7K Sell
97
-1,684
-95% -$340K ﹤0.01% 796
2023
Q4
$366K Sell
1,781
-254
-12% -$46.9K 0.05% 333
2023
Q3
$364K Buy
2,035
+42
+2% +$7.44K 0.06% 327
2023
Q2
$330K Buy
1,993
+58
+3% +$8.78K 0.05% 349
2023
Q1
$284K Buy
+1,935
New +$277K 0.05% 362

Other funds holding BR

Continuum Advisory's BR Position: Q2 2026 in Review

Continuum Advisory opened a new position in Broadridge (BR) in Q2 2026: 344 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BR as recently as Q1 2025.

Continuum Advisory first reported a position in BR in Q1 2023 and has held it in 10 quarters since. The position peaked at $366K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Continuum Advisory held 344 shares of Broadridge worth $47.1K as of Q2 2026.
  • Broadridge was a new Continuum Advisory position in Q2 2026.
  • Broadridge made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #806 holding.
  • Continuum Advisory first reported a position in Broadridge in Q1 2023 and has held it in 10 quarters since.
  • Continuum Advisory's Broadridge position peaked at $366K in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.