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HFM Investment Advisors’s Broadridge BR Stock Holding History

HFM 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
Q1 		$325 Sell
2
-3
-60% -$570 ﹤0.01% 837
2025
Q4 		$1.12K Buy
5
+1
+25% +$228 ﹤0.01% 423
2025
Q3 		$953 Sell
4
-1
-20% -$249 ﹤0.01% 397
2025
Q2 		$1.22K Buy
5
+3
+150% +$713 ﹤0.01% 296
2025
Q1 		$485 Buy
+2
New +$471 ﹤0.01% 294

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM Investment Advisors's BR Position: Q1 2026 in Review

HFM Investment Advisors reduced its Broadridge (BR) stake by 60% in Q1 2026, selling an estimated $570 and leaving 2 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #837.

HFM Investment Advisors first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • HFM Investment Advisors held 2 shares of Broadridge worth $325 as of Q1 2026.
  • HFM Investment Advisors sold 3 Broadridge shares in Q1 2026, an estimated $570.
  • Broadridge made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #837 holding.
  • HFM Investment Advisors first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Broadridge position peaked at $1.22K in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.