Daymark Wealth Partners’s Broadridge BR Stock Holding History

Daymark Wealth Partners’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	–	Sell	-1,838	Closed	-$299K	–	821
2026 Q1	$299K	Buy	1,838 +863	+89%	+$164K	0.01%	576
2025 Q4	$218K	Sell	975 -91	-9%	-$20.8K	0.01%	572
2025 Q3	$254K	Buy	+1,066	New	+$265K	0.01%	531

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Daymark Wealth Partners's BR Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,838 shares — an estimated $299K sold.

Daymark Wealth Partners first reported a position in BR in Q3 2025 and held it in 3 quarters. The position peaked at $299K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Daymark Wealth Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Daymark Wealth Partners sold 1,838 Broadridge shares in Q2 2026, an estimated $299K.
Daymark Wealth Partners first reported a position in Broadridge in Q3 2025 and held it in 3 quarters.
Daymark Wealth Partners's Broadridge position peaked at $299K in Q1 2026.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.