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Fortis Group Advisors’s Broadridge BR Stock Holding History

Fortis Group 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 		$7.26K Hold
53
– – ﹤0.01% 418
2026
Q1 		$8.61K Hold
53
– – ﹤0.01% 396
2025
Q4 		$11.8K Hold
53
– – ﹤0.01% 372
2025
Q3 		$12.6K Hold
53
– – ﹤0.01% 328
2025
Q2 		$12.9K Hold
53
– – ﹤0.01% 320
2025
Q1 		$12.8K Hold
53
– – ﹤0.01% 287
2024
Q4 		$12K Hold
53
– – ﹤0.01% 294
2024
Q3 		$11.4K Hold
53
– – ﹤0.01% 292
2024
Q2 		$10.4K Hold
53
– – ﹤0.01% 295
2024
Q1 		$10.9K Buy
+53
New +$10.7K ﹤0.01% 311

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

Fortis Group Advisors's BR Position: Q2 2026 in Review

Fortis Group Advisors held its Broadridge (BR) position steady in Q2 2026 at 53 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Fortis Group Advisors first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.9K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Fortis Group Advisors held 53 shares of Broadridge worth $7.26K as of Q2 2026.
  • Fortis Group Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #418 holding.
  • Fortis Group Advisors first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • Fortis Group Advisors's Broadridge position peaked at $12.9K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.