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Innovative Asset Advisors Group’s Broadridge BR Stock Holding History

Innovative Asset Advisors 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 		$204K Buy
1,486
+984
+196% +$149K 0.09% 176
2026
Q1 		$81.9K Buy
+502
New +$95.4K 0.05% 241

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

Innovative Asset Advisors Group's BR Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Broadridge (BR) stake by 196% in Q2 2026, buying an estimated $149K and bringing the position to 1,486 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #176.

Innovative Asset Advisors Group first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Innovative Asset Advisors Group held 1,486 shares of Broadridge worth $204K as of Q2 2026.
  • Innovative Asset Advisors Group bought 984 Broadridge shares in Q2 2026, an estimated $149K.
  • Broadridge made up 0.09% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #176 holding.
  • Innovative Asset Advisors Group first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.