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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
Q2 		$1.3M Sell
9,467
-778
-8% -$117K 0.02% 443
2026
Q1 		$1.67M 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 		$6.75M 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 $6.73T 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 $3.37T AUM 44.26% 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

Hantz Financial Services's BR Position: Q2 2026 in Review

Hantz Financial Services reduced its Broadridge (BR) stake by 7.6% in Q2 2026, selling an estimated $117K and leaving 9,467 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #443.

Hantz Financial Services first reported a position in BR in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.5M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Hantz Financial Services held 9,467 shares of Broadridge worth $1.3M as of Q2 2026.
  • Hantz Financial Services sold 778 Broadridge shares in Q2 2026, an estimated $117K.
  • Broadridge made up 0.02% of Hantz Financial Services's portfolio in Q2 2026, its #443 holding.
  • Hantz Financial Services first reported a position in Broadridge in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's Broadridge position peaked at $7.5M in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.