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Cornerstone Financial Management’s Broadridge BR Stock Holding History

Cornerstone 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 		$7.26K Buy
53
+41
+342% +$6.19K 0.01% 544
2026
Q1 		$1.95K Buy
12
+10
+500% +$1.9K ﹤0.01% 748
2025
Q4 		$446 Buy
+2
New +$456 ﹤0.01% 1211

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

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

Cornerstone Financial Management increased its Broadridge (BR) stake by 342% in Q2 2026, buying an estimated $6.19K and bringing the position to 53 shares worth $7.26K. The position accounts for 0.01% of the portfolio, ranked #544.

Cornerstone Financial Management first reported a position in BR in Q4 2025 and has held it in 3 quarters since. 1,014 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cornerstone Financial Management held 53 shares of Broadridge worth $7.26K as of Q2 2026.
  • Cornerstone Financial Management bought 41 Broadridge shares in Q2 2026, an estimated $6.19K.
  • Broadridge made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #544 holding.
  • Cornerstone Financial Management first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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