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Kingswood Wealth Advisors’s Broadridge BR Stock Holding History

Kingswood Wealth 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
2026
Q2 		$323K Buy
+2,355
New +$356K 0.01% 750

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

Kingswood Wealth Advisors's BR Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Broadridge (BR) in Q2 2026: 2,355 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings.

1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Kingswood Wealth Advisors held 2,355 shares of Broadridge worth $323K as of Q2 2026.
  • Broadridge was a new Kingswood Wealth Advisors position in Q2 2026.
  • Broadridge made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #750 holding.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.