Kestra Advisory Services
BR icon

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
Q3 		$1.92M Buy
11,935
+1,069
+10% +$175K 0.01% 1487
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 		$1.64M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Kestra Advisory Services's BR Position: Q3 2026 in Review

Kestra Advisory Services increased its Broadridge (BR) stake by 9.8% in Q3 2026, buying an estimated $175K and bringing the position to 11,935 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1487.

Kestra Advisory Services first reported a position in BR in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.77M in Q3 2025. 910 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Kestra Advisory Services held 11,935 shares of Broadridge worth $1.92M as of Q3 2026.
  • Kestra Advisory Services bought 1,069 Broadridge shares in Q3 2026, an estimated $175K.
  • Broadridge made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1487 holding.
  • Kestra Advisory Services first reported a position in Broadridge in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Broadridge position peaked at $2.77M in Q3 2025.
  • 910 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.