First Affirmative Financial Network
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First Affirmative Financial Network’s Broadridge BR Stock Holding History

First Affirmative Financial Network’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 		$274K Buy
+1,703
New +$278K 0.06% 313
2025
Q3 		– Sell
-883
Closed -$215K – 301
2025
Q2 		$215K Sell
883
-189
-18% -$44.9K 0.11% 239
2025
Q1 		$260K Sell
1,072
-229
-18% -$53.9K 0.16% 179
2024
Q4 		$294K Sell
1,301
-176
-12% -$39.4K 0.17% 157
2024
Q3 		$318K Sell
1,477
-334
-18% -$69.9K 0.17% 161
2024
Q2 		$357K Buy
1,811
+83
+5% +$16.5K 0.25% 123
2024
Q1 		$354K Buy
1,728
+72
+4% +$14.5K 0.26% 122
2023
Q4 		$341K Buy
1,656
+237
+17% +$43.7K 0.27% 120
2023
Q3 		$254K Buy
+1,419
New +$251K 0.25% 132

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
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

First Affirmative Financial Network's BR Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Broadridge (BR) in Q3 2026: 1,703 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #313 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BR as recently as Q2 2025.

First Affirmative Financial Network first reported a position in BR in Q3 2023 and has held it in 9 quarters since. The position peaked at $357K in Q2 2024. 246 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • First Affirmative Financial Network held 1,703 shares of Broadridge worth $274K as of Q3 2026.
  • Broadridge was a new First Affirmative Financial Network position in Q3 2026.
  • Broadridge made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #313 holding.
  • First Affirmative Financial Network first reported a position in Broadridge in Q3 2023 and has held it in 9 quarters since.
  • First Affirmative Financial Network's Broadridge position peaked at $357K in Q2 2024.
  • 246 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.