KFG
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Kingdom Financial Group’s Broadridge BR Stock Holding History

Kingdom Financial Group’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 		$4.66K Hold
34
– – ﹤0.01% 553
2026
Q1 		$5.52K Hold
34
– – ﹤0.01% 545
2025
Q4 		$7.59K Buy
+34
New +$7.75K ﹤0.01% 451

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
JT
Jupiter Topco New York $245B AUM

Kingdom Financial Group's BR Position: Q2 2026 in Review

Kingdom Financial Group held its Broadridge (BR) position steady in Q2 2026 at 34 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Kingdom Financial Group first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.59K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Kingdom Financial Group held 34 shares of Broadridge worth $4.66K as of Q2 2026.
  • Kingdom Financial Group left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #553 holding.
  • Kingdom Financial Group first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Broadridge position peaked at $7.59K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.