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First Foundation Advisors’s Broadridge BR Stock Holding History

First Foundation 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
Q2 		$3.52M Buy
25,735
+2,115
+9% +$319K 0.13% 110
2026
Q1 		$3.84M Buy
+23,620
New +$4.49M 0.15% 90

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

First Foundation Advisors's BR Position: Q2 2026 in Review

First Foundation Advisors increased its Broadridge (BR) stake by 9% in Q2 2026, buying an estimated $319K and bringing the position to 25,735 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #110.

First Foundation Advisors first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.84M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • First Foundation Advisors held 25,735 shares of Broadridge worth $3.52M as of Q2 2026.
  • First Foundation Advisors bought 2,115 Broadridge shares in Q2 2026, an estimated $319K.
  • Broadridge made up 0.13% of First Foundation Advisors's portfolio in Q2 2026, its #110 holding.
  • First Foundation Advisors first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • First Foundation Advisors's Broadridge position peaked at $3.84M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.