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KFG Wealth Management’s Broadridge BR Stock Holding History

KFG Wealth Management’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 		– Sell
-1,897
Closed -$308K – 228
2026
Q1 		$308K Buy
1,897
+148
+8% +$28.1K 0.04% 169
2025
Q4 		$390K Buy
1,749
+71
+4% +$16.2K 0.05% 155
2025
Q3 		$400K Buy
1,678
+31
+2% +$7.72K 0.06% 147
2025
Q2 		$400K Buy
1,647
+146
+10% +$34.7K 0.06% 140
2025
Q1 		$364K Buy
1,501
+99
+7% +$23.3K 0.07% 136
2024
Q4 		$317K Buy
1,402
+210
+18% +$47K 0.06% 136
2024
Q3 		$256K Buy
+1,192
New +$249K 0.06% 156

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

KFG Wealth Management's BR Position: Q2 2026 in Review

KFG Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,897 shares — an estimated $308K sold.

KFG Wealth Management first reported a position in BR in Q3 2024 and held it in 7 quarters. The position peaked at $400K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • KFG Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 1,897 Broadridge shares in Q2 2026, an estimated $308K.
  • KFG Wealth Management first reported a position in Broadridge in Q3 2024 and held it in 7 quarters.
  • KFG Wealth Management's Broadridge position peaked at $400K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.