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Cypress Advisory Group’s Broadridge BR Stock Holding History

Cypress Advisory Group’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 		$1.02M Buy
7,477
+301
+4% +$45.5K 0.79% 40
2026
Q1 		$1.17M Buy
7,176
+5,176
+259% +$983K 0.89% 33
2025
Q4 		$446K Buy
+2,000
New +$456K 0.33% 63

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

Cypress Advisory Group's BR Position: Q2 2026 in Review

Cypress Advisory Group increased its Broadridge (BR) stake by 4.2% in Q2 2026, buying an estimated $45.5K and bringing the position to 7,477 shares worth $1.02M. The position accounts for 0.79% of the portfolio, ranked #40.

Cypress Advisory Group first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2026. 174 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cypress Advisory Group held 7,477 shares of Broadridge worth $1.02M as of Q2 2026.
  • Cypress Advisory Group bought 301 Broadridge shares in Q2 2026, an estimated $45.5K.
  • Broadridge made up 0.79% of Cypress Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Cypress Advisory Group first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Cypress Advisory Group's Broadridge position peaked at $1.17M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.