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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
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

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

Flagship Wealth Advisors's BR Position: Q2 2026 in Review

Flagship Wealth Advisors held its Broadridge (BR) position steady in Q2 2026 at 100 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Flagship Wealth Advisors first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Flagship Wealth Advisors held 100 shares of Broadridge worth $13.7K as of Q2 2026.
  • Flagship Wealth Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • Flagship Wealth Advisors first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Broadridge position peaked at $24.3K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.