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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
Q2 		$685 Buy
5
+3
+150% +$453 ﹤0.01% 879
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 $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
Jupiter Topco
Jupiter Topco New York $245B AUM

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

HFM Investment Advisors increased its Broadridge (BR) stake by 150% in Q2 2026, buying an estimated $453 and bringing the position to 5 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #879.

HFM Investment Advisors first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • HFM Investment Advisors held 5 shares of Broadridge worth $685 as of Q2 2026.
  • HFM Investment Advisors bought 3 Broadridge shares in Q2 2026, an estimated $453.
  • Broadridge made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #879 holding.
  • HFM Investment Advisors first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Broadridge position peaked at $1.22K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.