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First Pacific Financial’s Broadridge BR Stock Holding History

First Pacific Financial’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
-47
Closed -$7.64K – 527
2026
Q1 		$7.64K Buy
47
+15
+47% +$2.85K ﹤0.01% 402
2025
Q4 		$7.14K Buy
+32
New +$7.3K ﹤0.01% 374
2025
Q2 		– Sell
-26
Closed -$6.3K – 492
2025
Q1 		$6.3K Hold
26
– – ﹤0.01% 346
2024
Q4 		$5.88K Hold
26
– – ﹤0.01% 303
2024
Q3 		$5.59K Buy
26
+1
+4% +$209 ﹤0.01% 304
2024
Q2 		$4.92K Buy
25
+6
+32% +$1.19K ﹤0.01% 297
2024
Q1 		$3.89K Buy
19
+5
+36% +$1.01K ﹤0.01% 315
2023
Q4 		$2.88K Buy
+14
New +$2.58K ﹤0.01% 296

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

First Pacific Financial's BR Position: Q2 2026 in Review

First Pacific Financial sold out of Broadridge (BR) in Q2 2026, closing a stake of 47 shares — an estimated $7.64K sold.

First Pacific Financial first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $7.64K in Q1 2026. 296 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • First Pacific Financial reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 47 Broadridge shares in Q2 2026, an estimated $7.64K.
  • First Pacific Financial first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
  • First Pacific Financial's Broadridge position peaked at $7.64K in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.