Hantz Financial Services
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Hantz Financial Services’s Broadridge BR Stock Holding History

Hantz Financial Services’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 		$1.47M Sell
9,137
-330
-3% -$53.9K 0.02% 419
2026
Q2 		$1.3M Sell
9,467
-778
-8% -$117K 0.02% 443
2026
Q1 		$1.66M Buy
10,245
+1,115
+12% +$212K 0.03% 375
2025
Q4 		$2.04M Sell
9,130
-830
-8% -$189K 0.03% 332
2025
Q3 		$2.37M Sell
9,960
-406
-4% -$101K 0.04% 308
2025
Q2 		$2.52M Sell
10,366
-3,613
-26% -$859K 0.04% 301
2025
Q1 		$3.39M Sell
13,979
-1,493
-10% -$351K 0.06% 252
2024
Q4 		$3.5M Buy
15,472
+10,668
+222% +$2.39M 0.06% 254
2024
Q3 		$1.03M Sell
4,804
-192
-4% -$40.2K 0.02% 442
2024
Q2 		$984K Sell
4,996
-312
-6% -$61.9K 0.02% 436
2024
Q1 		$1.09M Sell
5,308
-327
-6% -$65.9K 0.02% 427
2023
Q4 		$1.16M Sell
5,635
-392
-7% -$72.3K 0.03% 410
2023
Q3 		$1.08M Sell
6,027
-16
-0.3% -$2.83K 0.03% 394
2023
Q2 		$1M Buy
6,043
+154
+3% +$23.3K 0.03% 401
2023
Q1 		$863K Buy
5,889
+283
+5% +$40.5K 0.02% 416
2022
Q4 		$752K Buy
5,606
+153
+3% +$21.7K 0.02% 419
2022
Q3 		$787K Sell
5,453
-1,907
-26% -$310K 0.03% 387
2022
Q2 		$1.05M Buy
7,360
+260
+4% +$37.7K 0.04% 357
2022
Q1 		$1.11M Sell
7,100
-33,931
-83% -$5.21M 0.03% 368
2021
Q4 		$7.5M Buy
41,031
+496
+1% +$87.2K 0.22% 132
2021
Q3 		$6.76M Buy
40,535
+1,474
+4% +$251K 0.22% 135
2021
Q2 		$6.31M Buy
39,061
+278
+0.7% +$44.4K 0.23% 124
2021
Q1 		$5.94M Buy
38,783
+24
+0.1% +$3.54K 0.25% 118
2020
Q4 		$5.94M Sell
38,759
-1,251
-3% -$181K 0.27% 116
2020
Q3 		$5.28M Sell
40,010
-2,384
-6% -$319K 0.27% 108
2020
Q2 		$5.35M Buy
42,394
+1,349
+3% +$156K 0.3% 98
2020
Q1 		$3.89M Buy
+41,045
New +$4.68M 0.27% 117

Other funds holding BR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Hantz Financial Services's BR Position: Q3 2026 in Review

Hantz Financial Services reduced its Broadridge (BR) stake by 3.5% in Q3 2026, selling an estimated $53.9K and leaving 9,137 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #419.

Hantz Financial Services first reported a position in BR in Q1 2020 and has held it in 27 quarters since. The position peaked at $7.5M in Q4 2021. 910 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Hantz Financial Services held 9,137 shares of Broadridge worth $1.47M as of Q3 2026.
  • Hantz Financial Services sold 330 Broadridge shares in Q3 2026, an estimated $53.9K.
  • Broadridge made up 0.02% of Hantz Financial Services's portfolio in Q3 2026, its #419 holding.
  • Hantz Financial Services first reported a position in Broadridge in Q1 2020 and has held it in 27 quarters since.
  • Hantz Financial Services's Broadridge position peaked at $7.5M in Q4 2021.
  • 910 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.