FHC
BR icon

First Heartland Consultants’s Broadridge BR Stock Holding History

First Heartland Consultants’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 		– Sell
-2,688
Closed -$437K – 592
2026
Q1 		$437K Buy
2,688
+19
+0.7% +$3.61K 0.03% 312
2025
Q4 		$596K Buy
2,669
+158
+6% +$36K 0.05% 259
2025
Q3 		$598K Buy
2,511
+172
+7% +$42.8K 0.05% 246
2025
Q2 		$568K Buy
2,339
+352
+18% +$83.7K 0.05% 246
2025
Q1 		$482K Buy
1,987
+98
+5% +$23.1K 0.05% 246
2024
Q4 		$427K Sell
1,889
-166
-8% -$37.2K 0.04% 271
2024
Q3 		$442K Buy
2,055
+100
+5% +$20.9K 0.05% 266
2024
Q2 		$385 Buy
1,955
+200
+11% +$39.7K 0.03% 303
2024
Q1 		$360K Buy
1,755
+514
+41% +$104K 0.04% 303
2023
Q4 		$255K Buy
+1,241
New +$229K 0.03% 312

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Heartland Consultants's BR Position: Q2 2026 in Review

First Heartland Consultants sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,688 shares — an estimated $437K sold.

First Heartland Consultants first reported a position in BR in Q4 2023 and held it in 10 quarters. The position peaked at $598K in Q3 2025. 333 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • First Heartland Consultants reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • First Heartland Consultants sold 2,688 Broadridge shares in Q2 2026, an estimated $437K.
  • First Heartland Consultants first reported a position in Broadridge in Q4 2023 and held it in 10 quarters.
  • First Heartland Consultants's Broadridge position peaked at $598K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.