FPAS
BR icon

Focus Partners Advisor Solutions’s Broadridge BR Stock Holding History

Focus Partners Advisor Solutions’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 		$323K Sell
2,358
-1,778
-43% -$269K ﹤0.01% 979
2026
Q1 		$672K Buy
+4,136
New +$786K 0.01% 686
2025
Q3 		– Sell
-1,313
Closed -$319K – 1147
2025
Q2 		$319K Sell
1,313
-148
-10% -$35.2K ﹤0.01% 834
2025
Q1 		$354K Buy
1,461
+321
+28% +$75.5K 0.01% 696
2024
Q4 		$258K Sell
1,140
-53
-4% -$11.9K ﹤0.01% 651
2024
Q3 		$257K Buy
+1,193
New +$250K 0.01% 632

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

Focus Partners Advisor Solutions's BR Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Broadridge (BR) stake by 43% in Q2 2026, selling an estimated $269K and leaving 2,358 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Focus Partners Advisor Solutions first reported a position in BR in Q3 2024 and has held it in 6 quarters since. The position peaked at $672K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Focus Partners Advisor Solutions held 2,358 shares of Broadridge worth $323K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 1,778 Broadridge shares in Q2 2026, an estimated $269K.
  • Broadridge made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #979 holding.
  • Focus Partners Advisor Solutions first reported a position in Broadridge in Q3 2024 and has held it in 6 quarters since.
  • Focus Partners Advisor Solutions's Broadridge position peaked at $672K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.