Michael J. Porro & Co. Financial Advisors, Inc.’s Broadridge BR Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$644K	Buy	+4,000	New	+$653K	0.39%	77

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s BR Position: Q3 2026 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Broadridge (BR) in Q3 2026: 4,000 shares worth $644K. The stake represents 0.39% of the portfolio and ranks #77 among its holdings.

219 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Michael J. Porro & Co. Financial Advisors, Inc. held 4,000 shares of Broadridge worth $644K as of Q3 2026.
Broadridge was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q3 2026.
Broadridge made up 0.39% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q3 2026, its #77 holding.
219 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q3 2026, filed 16 Oct 2026.