Kelleher Financial 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 | $1.21M | Buy |
8,835
+4,830
| +121% | +$729K | 0.17% | 106 |
|
|
2026
Q1 | $651K | Hold |
4,005
| – | – | 0.16% | 99 |
|
|
2025
Q4 | $894K | Hold |
4,005
| – | – | 0.21% | 74 |
|
|
2025
Q3 | $954K | Hold |
4,005
| – | – | 0.24% | 64 |
|
|
2025
Q2 | $973K | Sell |
4,005
-90
| -2% | -$21.4K | 0.34% | 43 |
|
|
2025
Q1 | $993K | Buy |
4,095
+81
| +2% | +$19.1K | 0.4% | 41 |
|
|
2024
Q4 | $908K | Buy |
4,014
+9
| +0.2% | +$2.02K | 0.34% | 39 |
|
|
2024
Q3 | $861K | Hold |
4,005
| – | – | 0.33% | 42 |
|
|
2024
Q2 | $789K | Hold |
4,005
| – | – | 0.32% | 43 |
|
|
2024
Q1 | $820K | Sell |
4,005
-495
| -11% | -$99.8K | 0.34% | 42 |
|
|
2023
Q4 | $926K | Hold |
4,500
| – | – | 0.43% | 32 |
|
|
2023
Q3 | $806K | Hold |
4,500
| – | – | 0.41% | 36 |
|
|
2023
Q2 | $745K | Hold |
4,500
| – | – | 0.43% | 39 |
|
|
2023
Q1 | $660K | Hold |
4,500
| – | – | 0.44% | 45 |
|
|
2022
Q4 | $604K | Hold |
4,500
| – | – | 0.45% | 45 |
|
|
2022
Q3 | $649K | Sell |
4,500
-1,410
| -24% | -$229K | 0.47% | 46 |
|
|
2022
Q2 | $842K | Buy |
5,910
+1,410
| +31% | +$205K | 0.38% | 44 |
|
|
2022
Q1 | $700K | Hold |
4,500
| – | – | 0.39% | 51 |
|
|
2021
Q4 | $822K | Sell |
4,500
-5,730
| -56% | -$1.01M | 0.44% | 46 |
|
|
2021
Q3 | $1.7M | Buy |
10,230
+5,730
| +127% | +$976K | 0.75% | 27 |
|
|
2021
Q2 | $726K | Sell |
4,500
-4,513
| -50% | -$721K | 0.41% | 51 |
|
|
2021
Q1 | $1.38M | Buy |
9,013
+4,500
| +100% | +$664K | 0.89% | 22 |
|
|
2020
Q4 | $691K | Hold |
4,513
| – | – | 0.52% | 40 |
|
|
2020
Q3 | $595K | Buy |
4,513
+13
| +0.3% | +$1.74K | 0.49% | 46 |
|
|
2020
Q2 | $567K | Sell |
4,500
-13
| -0.3% | -$1.5K | 0.54% | 39 |
|
|
2020
Q1 | $427K | Buy |
4,513
+13
| +0.3% | +$1.48K | 0.51% | 41 |
|
|
2019
Q4 | $555K | Hold |
4,500
| – | – | 0.56% | 42 |
|
|
2019
Q3 | $559K | Hold |
4,500
| – | – | 0.68% | 35 |
|
|
2019
Q2 | $574K | Buy |
+4,500
| New | +$542K | 0.71% | 33 |
|
|
2018
Q4 | $433K | Hold |
4,500
| – | – | 0.7% | 39 |
|
|
2018
Q3 | $593K | Hold |
4,500
| – | – | 0.77% | 32 |
|
|
2018
Q2 | $517K | Hold |
4,500
| – | – | 0.74% | 40 |
|
|
2018
Q1 | $493K | Sell |
4,500
-2,500
| -36% | -$248K | 0.67% | 43 |
|
|
2017
Q4 | $634K | Hold |
7,000
| – | – | 1% | 30 |
|
|
2017
Q3 | $565K | Hold |
7,000
| – | – | 1.19% | 27 |
|
|
2017
Q2 | $528K | Sell |
7,000
-3,000
| -30% | -$217K | 1.02% | 31 |
|
|
2017
Q1 | $679K | Hold |
10,000
| – | – | 1.45% | 19 |
|
|
2016
Q4 | $663K | Buy |
+10,000
| New | +$650K | 0.37% | 66 |
|
Other funds holding BR
JT
Kelleher Financial Advisors's BR Position: Q2 2026 in Review
Kelleher Financial Advisors increased its Broadridge (BR) stake by 121% in Q2 2026, buying an estimated $729K and bringing the position to 8,835 shares worth $1.21M. The position accounts for 0.17% of the portfolio, ranked #106.
Kelleher Financial Advisors first reported a position in BR in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.7M in Q3 2021. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Kelleher Financial Advisors held 8,835 shares of Broadridge worth $1.21M as of Q2 2026.
- Kelleher Financial Advisors bought 4,830 Broadridge shares in Q2 2026, an estimated $729K.
- Broadridge made up 0.17% of Kelleher Financial Advisors's portfolio in Q2 2026, its #106 holding.
- Kelleher Financial Advisors first reported a position in Broadridge in Q4 2016 and has held it in 38 quarters since.
- Kelleher Financial Advisors's Broadridge position peaked at $1.7M in Q3 2021.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.