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Farther Finance Advisors’s Broadridge BR Stock Holding History

Farther Finance Advisors’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 		$1.05M Sell
6,532
-1,188
-15% -$194K 0.01% 1103
2026
Q2 		$1.06M Sell
7,720
-1,021
-12% -$154K 0.01% 1068
2026
Q1 		$1.4M Buy
8,741
+3,169
+57% +$602K 0.01% 807
2025
Q4 		$1.24M Buy
5,572
+78
+1% +$17.8K 0.01% 780
2025
Q3 		$1.31M Sell
5,494
-36
-0.7% -$8.97K 0.02% 612
2025
Q2 		$1.34M Buy
5,530
+1,987
+56% +$472K 0.03% 485
2025
Q1 		$867K Buy
3,543
+78
+2% +$18.4K 0.02% 569
2024
Q4 		$783K Sell
3,465
-74
-2% -$16.6K 0.03% 443
2024
Q3 		$761K Sell
3,539
-100
-3% -$20.9K 0.03% 438
2024
Q2 		$715K Buy
3,639
+3,089
+562% +$613K 0.03% 373
2024
Q1 		$112K Sell
550
-3
-0.5% -$605 0.01% 912
2023
Q4 		$114K Buy
553
+36
+7% +$6.64K 0.01% 753
2023
Q3 		$92.6K Buy
517
+38
+8% +$6.73K 0.01% 590
2023
Q2 		$79.3K Buy
479
+22
+5% +$3.33K 0.02% 531
2023
Q1 		$67K Sell
457
-62
-12% -$8.87K 0.02% 522
2022
Q4 		$69.6K Buy
+519
New +$73.7K 0.03% 414

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's BR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Broadridge (BR) stake by 15% in Q3 2026, selling an estimated $194K and leaving 6,532 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1103.

Farther Finance Advisors first reported a position in BR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q1 2026. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Farther Finance Advisors held 6,532 shares of Broadridge worth $1.05M as of Q3 2026.
  • Farther Finance Advisors sold 1,188 Broadridge shares in Q3 2026, an estimated $194K.
  • Broadridge made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1103 holding.
  • Farther Finance Advisors first reported a position in Broadridge in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Broadridge position peaked at $1.4M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.