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Independent Advisor Alliance’s Broadridge BR Stock Holding History

Independent Advisor Alliance’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 		$444K Sell
3,241
-1,762
-35% -$266K 0.01% 713
2026
Q1 		$813K Sell
5,003
-12,993
-72% -$2.47M 0.01% 928
2025
Q4 		$4.02M Buy
17,996
+332
+2% +$75.7K 0.1% 169
2025
Q3 		$4.21M Buy
17,664
+271
+2% +$67.5K 0.11% 164
2025
Q2 		$4.23M Buy
17,393
+703
+4% +$167K 0.12% 138
2025
Q1 		$4.05M Sell
16,690
-6,944
-29% -$1.63M 0.13% 138
2024
Q4 		$5.34M Buy
23,634
+798
+3% +$179K 0.07% 256
2024
Q3 		$4.91M Buy
22,836
+1
+0% +$209 0.18% 99
2024
Q2 		$4.5M Sell
22,835
-5,803
-20% -$1.15M 0.15% 114
2024
Q1 		$5.87M Sell
28,638
-4,568
-14% -$921K 0.21% 86
2023
Q4 		$6.83M Sell
33,206
-3,000
-8% -$553K 0.25% 76
2023
Q3 		$6.48M Sell
36,206
-7,860
-18% -$1.39M 0.29% 64
2023
Q2 		$7.3M Buy
44,066
+43
+0.1% +$6.51K 0.32% 64
2023
Q1 		$6.45M Hold
44,023
– – 0.31% 69
2022
Q4 		$5.91K Sell
44,023
-2
-0% -$284 ﹤0.01% 186
2022
Q3 		$6.35M Buy
44,025
+3
+0% +$487 0.37% 66
2022
Q2 		$6.28M Sell
44,022
-54
-0.1% -$7.84K 0.35% 67
2022
Q1 		$6.86M Sell
44,076
-59
-0.1% -$9.05K 0.33% 67
2021
Q4 		$8.07M Sell
44,135
-42
-0.1% -$7.38K 0.4% 65
2021
Q3 		$7.36M Buy
44,177
+50
+0.1% +$8.52K 0.41% 68
2021
Q2 		$7.13M Sell
44,127
-4,377
-9% -$700K 0.39% 69
2021
Q1 		$7.43M Buy
48,504
+7,828
+19% +$1.16M 0.44% 65
2020
Q4 		$6.23M Buy
40,676
+70
+0.2% +$10.2K 0.42% 64
2020
Q3 		$5.36M Buy
+40,606
New +$5.43M 0.41% 70

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

Independent Advisor Alliance's BR Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Broadridge (BR) stake by 35% in Q2 2026, selling an estimated $266K and leaving 3,241 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #713.

Independent Advisor Alliance first reported a position in BR in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.07M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Independent Advisor Alliance held 3,241 shares of Broadridge worth $444K as of Q2 2026.
  • Independent Advisor Alliance sold 1,762 Broadridge shares in Q2 2026, an estimated $266K.
  • Broadridge made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #713 holding.
  • Independent Advisor Alliance first reported a position in Broadridge in Q3 2020 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Broadridge position peaked at $8.07M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.