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HighPoint Advisor Group’s Broadridge BR Stock Holding History

HighPoint Advisor Group’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 		$322K Buy
+2,355
New +$356K 0.01% 561
2026
Q1 		– Sell
-5,002
Closed -$1.12M – 697
2025
Q4 		$1.12M Sell
5,002
-36
-0.7% -$8.21K 0.02% 440
2025
Q3 		$1.2M Buy
5,038
+152
+3% +$37.9K 0.06% 232
2025
Q2 		$1.19M Sell
4,886
-70
-1% -$16.6K 0.06% 222
2025
Q1 		$1.19M Buy
4,956
+118
+2% +$27.8K 0.07% 216
2024
Q4 		$1.17M Buy
4,838
+314
+7% +$70.3K 0.06% 223
2024
Q3 		$951K Buy
4,524
+59
+1% +$12.3K 0.06% 239
2024
Q2 		$962K Sell
4,465
-13
-0.3% -$2.58K 0.06% 238
2024
Q1 		$886K Buy
4,478
+15
+0.3% +$3.02K 0.06% 235
2023
Q4 		$903K Buy
+4,463
New +$823K 0.06% 232
2022
Q2 		$609K Buy
+4,092
New +$594K 0.07% 241
2021
Q3 		$641K Buy
+3,847
New +$655K 0.06% 260

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

HighPoint Advisor Group's BR Position: Q2 2026 in Review

HighPoint Advisor Group opened a new position in Broadridge (BR) in Q2 2026: 2,355 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: HighPoint Advisor Group previously reported a position in BR as recently as Q4 2025.

HighPoint Advisor Group first reported a position in BR in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • HighPoint Advisor Group held 2,355 shares of Broadridge worth $322K as of Q2 2026.
  • Broadridge was a new HighPoint Advisor Group position in Q2 2026.
  • Broadridge made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #561 holding.
  • HighPoint Advisor Group first reported a position in Broadridge in Q3 2021 and has held it in 12 quarters since.
  • HighPoint Advisor Group's Broadridge position peaked at $1.2M in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.