FFO
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Fortitude Family Office’s Broadridge BR Stock Holding History

Fortitude Family Office’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 		$14.5K Sell
106
-51
-32% -$7.7K ﹤0.01% 638
2026
Q1 		$25.5K Sell
157
-4
-2% -$760 0.01% 375
2025
Q4 		$35.9K Sell
161
-3
-2% -$684 0.01% 288
2025
Q3 		$39.1K Buy
164
+9
+6% +$2.24K 0.01% 275
2025
Q2 		$37.7K Sell
155
-1
-0.6% -$238 0.01% 283
2025
Q1 		$37.8K Hold
156
– – 0.01% 272
2024
Q4 		$35.3K Buy
156
+111
+247% +$24.9K 0.01% 333
2024
Q3 		$9.68K Hold
45
– – ﹤0.01% 583
2024
Q2 		$8.87K Hold
45
– – 0.01% 433
2024
Q1 		$9.22K Hold
45
– – 0.01% 420
2023
Q4 		$9.26K Buy
+45
New +$8.3K 0.01% 433

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

Fortitude Family Office's BR Position: Q2 2026 in Review

Fortitude Family Office reduced its Broadridge (BR) stake by 32% in Q2 2026, selling an estimated $7.7K and leaving 106 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Fortitude Family Office first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.1K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Fortitude Family Office held 106 shares of Broadridge worth $14.5K as of Q2 2026.
  • Fortitude Family Office sold 51 Broadridge shares in Q2 2026, an estimated $7.7K.
  • Broadridge made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #638 holding.
  • Fortitude Family Office first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Broadridge position peaked at $39.1K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.