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Horizon Financial Services’s Broadridge BR Stock Holding History

Horizon 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 		$23.8K Buy
174
+131
+305% +$19.8K 0.01% 241
2026
Q1 		$6.99K Buy
43
+33
+330% +$6.27K ﹤0.01% 285
2025
Q4 		$2.23K Sell
10
-22
-69% -$5.02K ﹤0.01% 308
2025
Q3 		$7.62K Buy
32
+22
+220% +$5.48K ﹤0.01% 219
2025
Q2 		$2.43K Buy
10
+5
+100% +$1.19K ﹤0.01% 212
2025
Q1 		$1.21K Buy
+5
New +$1.18K ﹤0.01% 203

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Horizon Financial Services increased its Broadridge (BR) stake by 305% in Q2 2026, buying an estimated $19.8K and bringing the position to 174 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #241.

Horizon Financial Services first reported a position in BR in Q1 2025 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Horizon Financial Services held 174 shares of Broadridge worth $23.8K as of Q2 2026.
  • Horizon Financial Services bought 131 Broadridge shares in Q2 2026, an estimated $19.8K.
  • Broadridge made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #241 holding.
  • Horizon Financial Services first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.