FWM
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Forza Wealth Management’s Broadridge BR Stock Holding History

Forza Wealth Management’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 		$247K Hold
1,800
– – 0.08% 179
2026
Q1 		$292K Hold
1,800
– – 0.1% 164
2025
Q4 		$402K Buy
1,800
+50
+3% +$11.4K 0.15% 140
2025
Q3 		$417K Sell
1,750
-750
-30% -$187K 0.16% 133
2025
Q2 		$608K Hold
2,500
– – 0.25% 99
2025
Q1 		$606K Sell
2,500
-100
-4% -$23.5K 0.27% 91
2024
Q4 		$588K Sell
2,600
-300
-10% -$67.2K 0.27% 93
2024
Q3 		$624K Sell
2,900
-100
-3% -$20.9K 0.29% 93
2024
Q2 		$591K Hold
3,000
– – 0.3% 90
2024
Q1 		$615K Sell
3,000
-150
-5% -$30.3K 0.32% 85
2023
Q4 		$648K Sell
3,150
-2,629
-45% -$485K 0.36% 78
2023
Q3 		$1.03M Hold
5,779
– – 0.53% 61
2023
Q2 		$957K Buy
5,779
+100
+2% +$15.1K 0.48% 70
2023
Q1 		$832K Buy
+5,679
New +$813K 0.43% 77

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Forza Wealth Management's BR Position: Q2 2026 in Review

Forza Wealth Management held its Broadridge (BR) position steady in Q2 2026 at 1,800 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #179.

Forza Wealth Management first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2023. 185 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Forza Wealth Management held 1,800 shares of Broadridge worth $247K as of Q2 2026.
  • Forza Wealth Management left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Forza Wealth Management first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • Forza Wealth Management's Broadridge position peaked at $1.03M in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.