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Kelleher Financial Advisors’s Broadridge BR Stock Holding History

Kelleher Financial 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
2023
Q1 		– Sell
-400
Closed -$53.7K – 110
2022
Q4 		$53.7K Buy
+400
New +$56.8K 0.04% 99

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelleher Financial Advisors's BR Position: Q1 2026 in Review

Kelleher Financial Advisors held its Broadridge (BR) position steady in Q1 2026 at 4,005 shares worth $651K. The position accounts for 0.16% of the portfolio, ranked #99.

Kelleher Financial Advisors first reported a position in BR in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.7M in Q3 2021. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Kelleher Financial Advisors held 4,005 shares of Broadridge worth $651K as of Q1 2026.
  • Kelleher Financial Advisors left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.16% of Kelleher Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Kelleher Financial Advisors first reported a position in Broadridge in Q4 2016 and has held it in 37 quarters since.
  • Kelleher Financial Advisors's Broadridge position peaked at $1.7M in Q3 2021.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.