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Financial Consulate’s Broadridge BR Stock Holding History

Financial Consulate’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 		– Hold
0
– – – 1444
2026
Q1 		– Sell
-5
Closed -$1.12K – 1411
2025
Q4 		$1.12K Hold
5
– – ﹤0.01% 993
2025
Q3 		$1.19K Buy
+5
New +$1.25K ﹤0.01% 846

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Financial Consulate's BR Position: Q2 2026 in Review

Financial Consulate held its Broadridge (BR) position steady in Q2 2026 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Financial Consulate first reported a position in BR in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.19K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Financial Consulate held 0 shares of Broadridge worth $8 as of Q2 2026.
  • Financial Consulate left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1444 holding.
  • Financial Consulate first reported a position in Broadridge in Q3 2025 and has held it in 2 quarters since.
  • Financial Consulate's Broadridge position peaked at $1.19K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.