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Kestra Advisory Services’s Broadridge BR Stock Holding History

Kestra Advisory Services’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 		$1.49M Sell
10,866
-237
-2% -$35.8K ﹤0.01% 1541
2026
Q1 		$1.8M Sell
11,103
-807
-7% -$153K 0.01% 1366
2025
Q4 		$2.66M Buy
11,910
+284
+2% +$64.8K 0.01% 1052
2025
Q3 		$2.77M Buy
11,626
+247
+2% +$61.5K 0.01% 979
2025
Q2 		$2.77M Buy
11,379
+1,582
+16% +$376K 0.01% 917
2025
Q1 		$2.38M Sell
9,797
-267
-3% -$62.8K 0.01% 909
2024
Q4 		$2.28M Buy
10,064
+763
+8% +$171K 0.01% 936
2024
Q3 		$2M Sell
9,301
-381
-4% -$79.7K 0.01% 949
2024
Q2 		$1.91M Buy
9,682
+1,353
+16% +$268K 0.01% 980
2024
Q1 		$1.71M Buy
8,329
+679
+9% +$137K 0.01% 953
2023
Q4 		$1.57M Buy
7,650
+859
+13% +$158K 0.01% 915
2023
Q3 		$1.22M Buy
6,791
+312
+5% +$55.3K 0.01% 907
2023
Q2 		$1.07M Sell
6,479
-1,090
-14% -$165K 0.01% 947
2023
Q1 		$1.11M Sell
7,569
-5,700
-43% -$816K 0.01% 890
2022
Q4 		$1.78M Buy
13,269
+1,424
+12% +$202K 0.02% 799
2022
Q3 		$1.71M Buy
11,845
+2,217
+23% +$360K 0.02% 732
2022
Q2 		$1.37M Buy
9,628
+1,817
+23% +$264K 0.01% 821
2022
Q1 		$1.22M Sell
7,811
-2,169
-22% -$333K 0.01% 870
2021
Q4 		$1.82M Buy
9,980
+107
+1% +$18.8K 0.02% 721
2021
Q3 		$1.65M Buy
9,873
+285
+3% +$48.5K 0.02% 789
2021
Q2 		$1.55M Buy
9,588
+366
+4% +$58.5K 0.02% 751
2021
Q1 		$1.41M Buy
9,222
+1,151
+14% +$170K 0.02% 727
2020
Q4 		$1.23M Buy
8,071
+7,967
+7,661% +$1.16M 0.01% 767
2020
Q3 		$957K Buy
+104
New +$13.9K 0.02% 630

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 $3.37T AUM 44.26% 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
JT
Jupiter Topco New York $245B AUM

Kestra Advisory Services's BR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Broadridge (BR) stake by 2.1% in Q2 2026, selling an estimated $35.8K and leaving 10,866 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Kestra Advisory Services first reported a position in BR in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.77M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Kestra Advisory Services held 10,866 shares of Broadridge worth $1.49M as of Q2 2026.
  • Kestra Advisory Services sold 237 Broadridge shares in Q2 2026, an estimated $35.8K.
  • Broadridge made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1541 holding.
  • Kestra Advisory Services first reported a position in Broadridge in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Broadridge position peaked at $2.77M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.