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Essential Partners’s Broadridge BR Stock Holding History

Essential 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
Q3 		$49.6K Buy
308
+145
+89% +$23.7K 0.02% 615
2026
Q2 		$22.3K Sell
163
-301
-65% -$45.5K 0.01% 858
2026
Q1 		$75.4K Buy
464
+382
+466% +$72.6K 0.03% 490
2025
Q4 		$18.3K Hold
82
– – 0.01% 945
2025
Q3 		$19.5K Sell
82
-1
-1% -$249 0.01% 896
2025
Q2 		$20.2K Buy
+83
New +$19.7K 0.01% 671

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners's BR Position: Q3 2026 in Review

Essential Partners increased its Broadridge (BR) stake by 89% in Q3 2026, buying an estimated $23.7K and bringing the position to 308 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #615.

Essential Partners first reported a position in BR in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.4K in Q1 2026. 114 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Essential Partners held 308 shares of Broadridge worth $49.6K as of Q3 2026.
  • Essential Partners bought 145 Broadridge shares in Q3 2026, an estimated $23.7K.
  • Broadridge made up 0.02% of Essential Partners's portfolio in Q3 2026, its #615 holding.
  • Essential Partners first reported a position in Broadridge in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Broadridge position peaked at $75.4K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.