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J.W. Cole Advisors’s Broadridge BR Stock Holding History

J.W. Cole Advisors’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 		$214K Buy
1,564
+105
+7% +$15.9K ﹤0.01% 1474
2026
Q1 		$237K Sell
1,459
-183
-11% -$34.8K 0.01% 704
2025
Q4 		$314K Sell
1,642
-1,028
-39% -$234K 0.01% 1084
2025
Q3 		$636K Buy
2,670
+74
+3% +$18.4K 0.01% 903
2025
Q2 		$631K Buy
2,596
+1,222
+89% +$290K 0.01% 835
2025
Q1 		$333K Buy
1,374
+344
+33% +$81K 0.01% 917
2024
Q4 		$233K Sell
1,030
-1
-0.1% -$224 0.01% 856
2024
Q3 		$222K Buy
+1,031
New +$216K 0.01% 870
2021
Q2 		– Sell
-2,961
Closed -$453K – 742
2021
Q1 		$453K Sell
2,961
-40
-1% -$5.91K 0.04% 407
2020
Q4 		$460K Sell
3,001
-300
-9% -$43.5K 0.05% 363
2020
Q3 		$436K Buy
+3,301
New +$441K 0.03% 447
2020
Q2 		– Sell
-2,344
Closed -$222K – 304
2020
Q1 		$222K Sell
2,344
-573
-20% -$65.4K 0.43% 77
2019
Q4 		$360K Buy
+2,917
New +$357K 0.05% 375

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

J.W. Cole Advisors's BR Position: Q2 2026 in Review

J.W. Cole Advisors increased its Broadridge (BR) stake by 7.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,564 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

J.W. Cole Advisors first reported a position in BR in Q4 2019 and has held it in 13 quarters since. The position peaked at $636K in Q3 2025. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • J.W. Cole Advisors held 1,564 shares of Broadridge worth $214K as of Q2 2026.
  • J.W. Cole Advisors bought 105 Broadridge shares in Q2 2026, an estimated $15.9K.
  • Broadridge made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1474 holding.
  • J.W. Cole Advisors first reported a position in Broadridge in Q4 2019 and has held it in 13 quarters since.
  • J.W. Cole Advisors's Broadridge position peaked at $636K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.