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Investment Research & Advisory Group’s Broadridge BR Stock Holding History

Investment Research & Advisory 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 		$138 Hold
1
– – ﹤0.01% 307
2026
Q1 		$163 Hold
1
– – ﹤0.01% 269
2025
Q4 		$223 Buy
+1
New +$228 ﹤0.01% 262

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Investment Research & Advisory Group's BR Position: Q2 2026 in Review

Investment Research & Advisory Group held its Broadridge (BR) position steady in Q2 2026 at 1 share worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Investment Research & Advisory Group first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $223 in Q4 2025. 579 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Investment Research & Advisory Group held 1 share of Broadridge worth $138 as of Q2 2026.
  • Investment Research & Advisory Group left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #307 holding.
  • Investment Research & Advisory Group first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Investment Research & Advisory Group's Broadridge position peaked at $223 in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.