Krilogy Financial’s Broadridge BR Stock Holding History

Krilogy Financial’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	$233K	Buy	1,704 +329	+24%	+$49.7K	0.01%	913
2026 Q1	$223K	Buy	+1,375	New	+$261K	0.01%	860

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Krilogy Financial's BR Position: Q2 2026 in Review

Krilogy Financial increased its Broadridge (BR) stake by 24% in Q2 2026, buying an estimated $49.7K and bringing the position to 1,704 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #913.

Krilogy Financial first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Krilogy Financial held 1,704 shares of Broadridge worth $233K as of Q2 2026.
Krilogy Financial bought 329 Broadridge shares in Q2 2026, an estimated $49.7K.
Broadridge made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #913 holding.
Krilogy Financial first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.