IFG Advisory’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Buy
+1,919
New +$290K 0.01% 781
2026
Q1
Sell
-3,275
Closed -$731K 379
2025
Q4
$731K Buy
3,275
+99
+3% +$22.6K 0.03% 425
2025
Q3
$756K Sell
3,176
-45
-1% -$11.2K 0.03% 413
2025
Q2
$783K Buy
3,221
+22
+0.7% +$5.23K 0.04% 390
2025
Q1
$776K Buy
3,199
+72
+2% +$16.9K 0.04% 363
2024
Q4
$707K Buy
+3,127
New +$700K 0.04% 349
2024
Q3
Sell
-2,931
Closed -$577K 409
2024
Q2
$577K Buy
+2,931
New +$581K 0.04% 371
2024
Q1
Sell
-2,892
Closed -$595K 388
2023
Q4
$595K Buy
2,892
+1,563
+118% +$288K 0.04% 335
2023
Q3
$238K Buy
+1,329
New +$235K 0.02% 484
2018
Q4
Sell
-1,758
Closed -$231K 322
2018
Q3
$231K Sell
1,758
-66
-4% -$8.38K 0.04% 336
2018
Q2
$209K Buy
+1,824
New +$206K 0.04% 334

Other funds holding BR

IFG Advisory's BR Position: Q2 2026 in Review

IFG Advisory opened a new position in Broadridge (BR) in Q2 2026: 1,919 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BR as recently as Q4 2025.

IFG Advisory first reported a position in BR in Q2 2018 and has held it in 11 quarters since. The position peaked at $783K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • IFG Advisory held 1,919 shares of Broadridge worth $263K as of Q2 2026.
  • Broadridge was a new IFG Advisory position in Q2 2026.
  • Broadridge made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #781 holding.
  • IFG Advisory first reported a position in Broadridge in Q2 2018 and has held it in 11 quarters since.
  • IFG Advisory's Broadridge position peaked at $783K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.