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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 $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 $3.38T AUM 44.17% 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
Jupiter Topco
Jupiter Topco New York $245B AUM

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. 1,021 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.
  • 1,021 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.