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 Q3	$28.5K	Buy	177 +71	+67%	+$11.6K	﹤0.01%	678
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Fortitude Family Office's BR Position: Q3 2026 in Review

Fortitude Family Office increased its Broadridge (BR) stake by 67% in Q3 2026, buying an estimated $11.6K and bringing the position to 177 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Fortitude Family Office first reported a position in BR in Q4 2023 and has held it in 12 quarters since. The position peaked at $39.1K in Q3 2025. 119 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Fortitude Family Office held 177 shares of Broadridge worth $28.5K as of Q3 2026.
Fortitude Family Office bought 71 Broadridge shares in Q3 2026, an estimated $11.6K.
Broadridge made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #678 holding.
Fortitude Family Office first reported a position in Broadridge in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Broadridge position peaked at $39.1K in Q3 2025.
119 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.