Krilogy Financial
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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
Q3 		$510K Buy
3,066
+1,362
+80% +$223K 0.01% 664
2026
Q2 		$233K Buy
1,704
+329
+24% +$49.7K 0.01% 913
2026
Q1 		$223K Buy
+1,375
New +$261K 0.01% 860

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Nordea Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Krilogy Financial's BR Position: Q3 2026 in Review

Krilogy Financial increased its Broadridge (BR) stake by 80% in Q3 2026, buying an estimated $223K and bringing the position to 3,066 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #664.

Krilogy Financial first reported a position in BR in Q1 2026 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Krilogy Financial held 3,066 shares of Broadridge worth $510K as of Q3 2026.
  • Krilogy Financial bought 1,362 Broadridge shares in Q3 2026, an estimated $223K.
  • Broadridge made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #664 holding.
  • Krilogy Financial first reported a position in Broadridge in Q1 2026 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.