CoreCap Advisors
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
Q3 		$45.9K Buy
285
+82
+40% +$13.4K ﹤0.01% 1448
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% -$1.26K ﹤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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

CoreCap Advisors's BR Position: Q3 2026 in Review

CoreCap Advisors increased its Broadridge (BR) stake by 40% in Q3 2026, buying an estimated $13.4K and bringing the position to 285 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

CoreCap Advisors first reported a position in BR in Q4 2021 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • CoreCap Advisors held 285 shares of Broadridge worth $45.9K as of Q3 2026.
  • CoreCap Advisors bought 82 Broadridge shares in Q3 2026, an estimated $13.4K.
  • Broadridge made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1448 holding.
  • CoreCap Advisors first reported a position in Broadridge in Q4 2021 and has held it in 12 quarters since.
  • 243 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.