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Foundations Investment Advisors’s Broadridge BR Stock Holding History

Foundations Investment 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 		$248K Buy
1,814
+88
+5% +$13.3K ﹤0.01% 1054
2026
Q1 		$280K Sell
1,726
-11
-0.6% -$2.09K ﹤0.01% 938
2025
Q4 		$388K Buy
1,737
+336
+24% +$76.6K 0.01% 802
2025
Q3 		$334K Buy
1,401
+137
+11% +$34.1K ﹤0.01% 807
2025
Q2 		$307K Sell
1,264
-106
-8% -$25.2K ﹤0.01% 733
2025
Q1 		$332K Sell
1,370
-158
-10% -$37.2K 0.01% 683
2024
Q4 		$345K Buy
1,528
+52
+4% +$11.6K 0.01% 625
2024
Q3 		$317K Buy
1,476
+200
+16% +$41.8K 0.01% 621
2024
Q2 		$251K Sell
1,276
-3
-0.2% -$595 0.01% 648
2024
Q1 		$262K Sell
1,279
-28
-2% -$5.65K 0.01% 611
2023
Q4 		$264K Buy
1,307
+42
+3% +$7.75K 0.01% 582
2023
Q3 		$226K Sell
1,265
-198
-14% -$35.1K 0.01% 579
2023
Q2 		$242K Sell
1,463
-158
-10% -$23.9K 0.01% 510
2023
Q1 		$238K Buy
+1,621
New +$232K 0.01% 439

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's BR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Broadridge (BR) stake by 5.1% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,814 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Foundations Investment Advisors first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $388K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Foundations Investment Advisors held 1,814 shares of Broadridge worth $248K as of Q2 2026.
  • Foundations Investment Advisors bought 88 Broadridge shares in Q2 2026, an estimated $13.3K.
  • Broadridge made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1054 holding.
  • Foundations Investment Advisors first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Broadridge position peaked at $388K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.