Hamilton Point Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.11M | Sell |
22,562
-498
| -2% | -$75.2K | 0.44% | 60 |
|
|
2026
Q1 | $3.77M | Sell |
23,060
-88
| -0.4% | -$16.7K | 0.58% | 57 |
|
|
2025
Q4 | $5.19M | Buy |
23,148
+373
| +2% | +$85.1K | 0.79% | 45 |
|
|
2025
Q3 | $5.45M | Buy |
22,775
+68
| +0.3% | +$16.9K | 0.85% | 43 |
|
|
2025
Q2 | $5.54M | Sell |
22,707
-570
| -2% | -$135K | 0.91% | 40 |
|
|
2025
Q1 | $5.66M | Buy |
23,277
+60
| +0.3% | +$14.1K | 1.02% | 41 |
|
|
2024
Q4 | $5.27M | Buy |
23,217
+432
| +2% | +$96.8K | 0.93% | 41 |
|
|
2024
Q3 | $4.92M | Sell |
22,785
-136
| -0.6% | -$28.4K | 0.87% | 46 |
|
|
2024
Q2 | $4.53M | Buy |
22,921
+399
| +2% | +$79.1K | 0.86% | 48 |
|
|
2024
Q1 | $4.63M | Sell |
22,522
-108
| -0.5% | -$21.8K | 0.89% | 48 |
|
|
2023
Q4 | $4.67M | Buy |
22,630
+557
| +3% | +$103K | 0.93% | 47 |
|
|
2023
Q3 | $3.97M | Sell |
22,073
-20,054
| -48% | -$3.55M | 0.98% | 45 |
|
|
2023
Q2 | $7.01M | Sell |
42,127
-2,016
| -5% | -$305K | 1.68% | 22 |
|
|
2023
Q1 | $6.5M | Buy |
44,143
+459
| +1% | +$65.7K | 1.58% | 25 |
|
|
2022
Q4 | $5.89M | Buy |
43,684
+167
| +0.4% | +$23.7K | 1.62% | 25 |
|
|
2022
Q3 | $6.31M | Buy |
43,517
+102
| +0.2% | +$16.6K | 1.92% | 22 |
|
|
2022
Q2 | $6.22M | Buy |
43,415
+498
| +1% | +$72.3K | 1.81% | 22 |
|
|
2022
Q1 | $6.71M | Buy |
42,917
+1,182
| +3% | +$181K | 1.73% | 24 |
|
|
2021
Q4 | $7.66M | Buy |
41,735
+867
| +2% | +$152K | 1.82% | 24 |
|
|
2021
Q3 | $6.84M | Sell |
40,868
-311
| -0.8% | -$53K | 1.82% | 21 |
|
|
2021
Q2 | $6.67M | Sell |
41,179
-218
| -0.5% | -$34.8K | 1.81% | 22 |
|
|
2021
Q1 | $6.36M | Buy |
41,397
+420
| +1% | +$62K | 1.84% | 26 |
|
|
2020
Q4 | $6.3M | Sell |
40,977
-154
| -0.4% | -$22.3K | 1.99% | 25 |
|
|
2020
Q3 | $5.45M | Buy |
41,131
+347
| +0.9% | +$46.4K | 1.92% | 24 |
|
|
2020
Q2 | $5.17M | Buy |
40,784
+753
| +2% | +$87.2K | 1.99% | 24 |
|
|
2020
Q1 | $3.82M | Buy |
40,031
+986
| +3% | +$112K | 1.78% | 26 |
|
|
2019
Q4 | $4.84M | Buy |
39,045
+290
| +0.7% | +$35.5K | 1.84% | 25 |
|
|
2019
Q3 | $4.84M | Buy |
38,755
+1,645
| +4% | +$212K | 1.98% | 19 |
|
|
2019
Q2 | $4.76M | Buy |
37,110
+415
| +1% | +$50K | 2.03% | 18 |
|
|
2019
Q1 | $3.82M | Buy |
36,695
+45
| +0.1% | +$4.51K | 1.7% | 27 |
|
|
2018
Q4 | $3.54M | Buy |
36,650
+808
| +2% | +$87.5K | 1.8% | 24 |
|
|
2018
Q3 | $4.75M | Buy |
35,842
+190
| +0.5% | +$24.1K | 2.22% | 13 |
|
|
2018
Q2 | $4.12M | Buy |
35,652
+280
| +0.8% | +$31.6K | 2.04% | 19 |
|
|
2018
Q1 | $3.89M | Buy |
35,372
+1,140
| +3% | +$113K | 1.98% | 20 |
|
|
2017
Q4 | $3.11M | Buy |
34,232
+1,311
| +4% | +$114K | 1.63% | 26 |
|
|
2017
Q3 | $2.67M | Buy |
32,921
+320
| +1% | +$24.6K | 1.45% | 29 |
|
|
2017
Q2 | $2.46M | Sell |
32,601
-25
| -0.1% | -$1.8K | 1.38% | 34 |
|
|
2017
Q1 | $2.22M | Sell |
32,626
-505
| -2% | -$34.2K | 1.26% | 35 |
|
|
2016
Q4 | $2.2M | Buy |
33,131
+420
| +1% | +$27.3K | 1.36% | 35 |
|
|
2016
Q3 | $2.22M | Buy |
32,711
+1,225
| +4% | +$83.6K | 1.39% | 33 |
|
|
2016
Q2 | $2.05M | Buy |
31,486
+1,370
| +5% | +$84.9K | 1.34% | 35 |
|
|
2016
Q1 | $1.79M | Buy |
30,116
+280
| +0.9% | +$15.3K | 1.19% | 41 |
|
|
2015
Q4 | $1.6M | Buy |
29,836
+2,950
| +11% | +$165K | 1.11% | 44 |
|
|
2015
Q3 | $1.49M | Buy |
26,886
+1,630
| +6% | +$87.6K | 1.17% | 41 |
|
|
2015
Q2 | $1.26M | Buy |
25,256
+500
| +2% | +$26.6K | 1.02% | 46 |
|
|
2015
Q1 | $1.36M | Sell |
24,756
-30
| -0.1% | -$1.52K | 1.12% | 40 |
|
|
2014
Q4 | $1.15M | Buy |
+24,786
| New | +$1.08M | 0.99% | 52 |
|
Other funds holding BR
JT
Hamilton Point Investment Advisors's BR Position: Q2 2026 in Review
Hamilton Point Investment Advisors reduced its Broadridge (BR) stake by 2.2% in Q2 2026, selling an estimated $75.2K and leaving 22,562 shares worth $3.11M. The position accounts for 0.44% of the portfolio, ranked #60.
Hamilton Point Investment Advisors first reported a position in BR in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.66M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Hamilton Point Investment Advisors held 22,562 shares of Broadridge worth $3.11M as of Q2 2026.
- Hamilton Point Investment Advisors sold 498 Broadridge shares in Q2 2026, an estimated $75.2K.
- Broadridge made up 0.44% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #60 holding.
- Hamilton Point Investment Advisors first reported a position in Broadridge in Q4 2014 and has held it in 47 quarters since.
- Hamilton Point Investment Advisors's Broadridge position peaked at $7.66M in Q4 2021.
- 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.