Flagship Wealth Advisors
BR icon

Flagship Wealth Advisors’s Broadridge BR Stock Holding History

Flagship Wealth 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
Q3 		$16.1K Hold
100
– – ﹤0.01% 365
2026
Q2 		$13.7K Hold
100
– – ﹤0.01% 381
2026
Q1 		$24.3K Hold
100
– – 0.01% 243
2025
Q4 		$22.3K Hold
100
– – 0.01% 278
2025
Q3 		$23.8K Hold
100
– – 0.01% 278
2025
Q2 		$24.3K Hold
100
– – 0.01% 257
2025
Q1 		$24.2K Hold
100
– – 0.01% 248
2024
Q4 		$22.6K Buy
+100
New +$22.4K 0.01% 241

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Flagship Wealth Advisors's BR Position: Q3 2026 in Review

Flagship Wealth Advisors held its Broadridge (BR) position steady in Q3 2026 at 100 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Flagship Wealth Advisors first reported a position in BR in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.3K in Q1 2026. 553 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Flagship Wealth Advisors held 100 shares of Broadridge worth $16.1K as of Q3 2026.
  • Flagship Wealth Advisors left its Broadridge share count unchanged in Q3 2026.
  • Broadridge made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q3 2026, its #365 holding.
  • Flagship Wealth Advisors first reported a position in Broadridge in Q4 2024 and has held it in 8 quarters since.
  • Flagship Wealth Advisors's Broadridge position peaked at $24.3K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.