CA
BR icon

CoreCap Advisors’s Broadridge BR Stock Holding History

CoreCap 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 		$27.8K Buy
203
+49
+32% +$7.4K ﹤0.01% 1666
2026
Q1 		$25K Buy
154
+50
+48% +$9.5K ﹤0.01% 1582
2025
Q4 		$23.2K Sell
104
-26
-20% -$5.93K ﹤0.01% 1613
2025
Q3 		$31K Sell
130
-4
-3% -$996 ﹤0.01% 1505
2025
Q2 		$32.6K Buy
134
+1
+0.8% +$238 ﹤0.01% 1417
2025
Q1 		$32.2K Buy
133
+79
+146% +$18.6K ﹤0.01% 1355
2024
Q4 		$12.2K Buy
54
+51
+1,700% +$11.4K ﹤0.01% 1702
2024
Q3 		$645 Sell
3
-6
-67% -$1.25K ﹤0.01% 2330
2024
Q2 		$1.77K Buy
9
+6
+200% +$1.19K ﹤0.01% 1335
2024
Q1 		$615 Buy
+3
New +$605 ﹤0.01% 2303
2022
Q1 		– Sell
-135
Closed -$25K – 737
2021
Q4 		$25K Buy
+135
New +$23.7K ﹤0.01% 1243

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CoreCap Advisors's BR Position: Q2 2026 in Review

CoreCap Advisors increased its Broadridge (BR) stake by 32% in Q2 2026, buying an estimated $7.4K and bringing the position to 203 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

CoreCap Advisors first reported a position in BR in Q4 2021 and has held it in 11 quarters since. The position peaked at $32.6K in Q2 2025. 163 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • CoreCap Advisors held 203 shares of Broadridge worth $27.8K as of Q2 2026.
  • CoreCap Advisors bought 49 Broadridge shares in Q2 2026, an estimated $7.4K.
  • Broadridge made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1666 holding.
  • CoreCap Advisors first reported a position in Broadridge in Q4 2021 and has held it in 11 quarters since.
  • CoreCap Advisors's Broadridge position peaked at $32.6K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.