IFP Advisors’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 | $289K | Buy |
2,107
+222
| +12% | +$33.5K | 0.01% | 1307 |
|
|
2026
Q1 | $306K | Sell |
1,885
-292
| -13% | -$55.5K | 0.01% | 1184 |
|
|
2025
Q4 | $486K | Buy |
2,177
+155
| +8% | +$35.4K | 0.01% | 946 |
|
|
2025
Q3 | $482K | Sell |
2,022
-114
| -5% | -$28.4K | 0.01% | 875 |
|
|
2025
Q2 | $564K | Buy |
2,136
+260
| +14% | +$61.8K | 0.02% | 781 |
|
|
2025
Q1 | $455K | Buy |
1,876
+388
| +26% | +$91.3K | 0.01% | 804 |
|
|
2024
Q4 | $337K | Sell |
1,488
-28
| -2% | -$6.27K | 0.01% | 897 |
|
|
2024
Q3 | $326K | Sell |
1,516
-112
| -7% | -$23.4K | 0.01% | 863 |
|
|
2024
Q2 | $321K | Buy |
1,628
+1,097
| +207% | +$218K | 0.01% | 813 |
|
|
2024
Q1 | $109K | Buy |
531
+124
| +30% | +$25K | ﹤0.01% | 1256 |
|
|
2023
Q4 | $83.8K | Sell |
407
-143
| -26% | -$26.4K | ﹤0.01% | 1323 |
|
|
2023
Q3 | $98.4K | Buy |
550
+138
| +33% | +$24.4K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $68.3K | Sell |
412
-253
| -38% | -$38.3K | ﹤0.01% | 1478 |
|
|
2023
Q1 | $34.5K | Sell |
665
-666
| -50% | -$95.3K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $96K | Sell |
1,331
-1,765
| -57% | -$251K | ﹤0.01% | 1759 |
|
|
2022
Q3 | $191K | Buy |
3,096
+252
| +9% | +$40.9K | 0.01% | 1437 |
|
|
2022
Q2 | $174K | Hold |
2,844
| – | – | 0.01% | 1349 |
|
|
2022
Q1 | $174K | Buy |
2,844
+1,505
| +112% | +$231K | 0.01% | 1349 |
|
|
2021
Q4 | $243K | Sell |
1,339
-29
| -2% | -$5.1K | ﹤0.01% | 864 |
|
|
2021
Q3 | $224K | Buy |
1,368
+80
| +6% | +$13.6K | ﹤0.01% | 905 |
|
|
2021
Q2 | $206K | Buy |
1,288
+817
| +173% | +$131K | ﹤0.01% | 889 |
|
|
2021
Q1 | $72K | Sell |
471
-30
| -6% | -$4.43K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $77K | Sell |
501
-180
| -26% | -$26.1K | ﹤0.01% | 1257 |
|
|
2020
Q3 | $90K | Sell |
681
-854
| -56% | -$114K | 0.01% | 1052 |
|
|
2020
Q2 | $195K | Sell |
1,535
-87
| -5% | -$10.1K | 0.02% | 674 |
|
|
2020
Q1 | $155K | Buy |
1,622
+270
| +20% | +$30.8K | 0.02% | 661 |
|
|
2019
Q4 | $168K | Sell |
1,352
-142
| -10% | -$17.4K | 0.01% | 732 |
|
|
2019
Q3 | $186K | Buy |
+1,494
| New | +$192K | 0.01% | 792 |
|
|
2019
Q1 | $54K | Sell |
525
-1,303
| -71% | -$131K | 0.01% | 932 |
|
|
2018
Q4 | $174K | Sell |
1,828
-103
| -5% | -$11.2K | 0.01% | 923 |
|
|
2018
Q3 | $255K | Buy |
1,931
+344
| +22% | +$43.7K | 0.01% | 950 |
|
|
2018
Q2 | $183K | Sell |
1,587
-141
| -8% | -$15.9K | 0.01% | 1108 |
|
|
2018
Q1 | $157K | Hold |
1,728
| – | – | 0.01% | 1107 |
|
|
2017
Q4 | $157K | Sell |
1,728
-1,583
| -48% | -$138K | 0.01% | 1113 |
|
|
2017
Q3 | $268K | Buy |
3,311
+290
| +10% | +$22.3K | 0.01% | 974 |
|
|
2017
Q2 | $228K | Sell |
3,021
-715
| -19% | -$51.6K | 0.01% | 1050 |
|
|
2017
Q1 | $254K | Sell |
3,736
-38
| -1% | -$2.58K | 0.01% | 1000 |
|
|
2016
Q4 | $250K | Buy |
3,774
+1,020
| +37% | +$66.3K | 0.01% | 941 |
|
|
2016
Q3 | $187K | Buy |
2,754
+105
| +4% | +$7.17K | 0.01% | 1030 |
|
|
2016
Q2 | $173K | Buy |
2,649
+2,124
| +405% | +$132K | 0.01% | 1044 |
|
|
2016
Q1 | $54K | Sell |
525
-845
| -62% | -$46.1K | 0.01% | 932 |
|
|
2015
Q4 | $74K | Buy |
+1,370
| New | +$76.8K | 0.01% | 1344 |
|
Other funds holding BR
JT
IFP Advisors's BR Position: Q2 2026 in Review
IFP Advisors increased its Broadridge (BR) stake by 12% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,107 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1307.
IFP Advisors first reported a position in BR in Q4 2015 and has held it in 42 quarters since. The position peaked at $564K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- IFP Advisors held 2,107 shares of Broadridge worth $289K as of Q2 2026.
- IFP Advisors bought 222 Broadridge shares in Q2 2026, an estimated $33.5K.
- Broadridge made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1307 holding.
- IFP Advisors first reported a position in Broadridge in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Broadridge position peaked at $564K in Q2 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.