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Dynamic Advisor Solutions’s Broadridge BR Stock Holding History

Dynamic Advisor Solutions’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
-1,508
Closed -$245K – 1050
2026
Q1 		$245K Buy
1,508
+182
+14% +$34.6K 0.01% 869
2025
Q4 		$296K Sell
1,326
-103
-7% -$23.5K 0.01% 790
2025
Q3 		$340K Sell
1,429
-4
-0.3% -$996 0.01% 736
2025
Q2 		$348K Sell
1,433
-36
-2% -$8.56K 0.01% 697
2025
Q1 		$356K Sell
1,469
-22
-1% -$5.18K 0.01% 667
2024
Q4 		$337K Sell
1,491
-56
-4% -$12.5K 0.01% 507
2024
Q3 		$333K Sell
1,547
-106
-6% -$22.2K 0.01% 722
2024
Q2 		$326K Sell
1,653
-21
-1% -$4.17K 0.01% 736
2024
Q1 		$343K Buy
1,674
+24
+1% +$4.84K 0.01% 714
2023
Q4 		$324K Buy
1,650
+43
+3% +$7.93K 0.01% 690
2023
Q3 		$288K Buy
1,607
+50
+3% +$8.86K 0.01% 668
2023
Q2 		$258K Buy
1,557
+42
+3% +$6.36K 0.01% 672
2023
Q1 		$222K Buy
+1,515
New +$217K 0.01% 672

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

Dynamic Advisor Solutions's BR Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,508 shares — an estimated $245K sold.

Dynamic Advisor Solutions first reported a position in BR in Q1 2023 and held it in 13 quarters. The position peaked at $356K in Q1 2025. 174 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,508 Broadridge shares in Q2 2026, an estimated $245K.
  • Dynamic Advisor Solutions first reported a position in Broadridge in Q1 2023 and held it in 13 quarters.
  • Dynamic Advisor Solutions's Broadridge position peaked at $356K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.