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Main Street Financial Solutions’s Broadridge BR Stock Holding History

Main Street Financial Solutions’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
-2,637
Closed -$428K – 629
2026
Q1 		$428K Buy
2,637
+754
+40% +$143K 0.03% 366
2025
Q4 		$420K Sell
1,883
-13
-0.7% -$2.96K 0.03% 361
2025
Q3 		$452K Sell
1,896
-7
-0.4% -$1.74K 0.03% 407
2025
Q2 		$463K Buy
1,903
+38
+2% +$9.03K 0.03% 373
2025
Q1 		$452K Buy
1,865
+318
+21% +$74.8K 0.04% 335
2024
Q4 		$350K Buy
1,547
+20
+1% +$4.48K 0.03% 349
2024
Q3 		$328K Buy
1,527
+8
+0.5% +$1.67K 0.03% 399
2024
Q2 		$299K Sell
1,519
-25
-2% -$4.96K 0.03% 429
2024
Q1 		$316K Sell
1,544
-133
-8% -$26.8K 0.03% 403
2023
Q4 		$345K Buy
1,677
+6
+0.4% +$1.11K 0.04% 336
2023
Q3 		$299K Sell
1,671
-72
-4% -$12.8K 0.04% 348
2023
Q2 		$289K Buy
1,743
+3
+0.2% +$454 0.04% 356
2023
Q1 		$256K Buy
1,740
+62
+4% +$8.87K 0.04% 382
2022
Q4 		$225K Buy
+1,678
New +$238K 0.04% 398

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

Main Street Financial Solutions's BR Position: Q2 2026 in Review

Main Street Financial Solutions sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,637 shares — an estimated $428K sold.

Main Street Financial Solutions first reported a position in BR in Q4 2022 and held it in 14 quarters. The position peaked at $463K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Main Street Financial Solutions reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Main Street Financial Solutions sold 2,637 Broadridge shares in Q2 2026, an estimated $428K.
  • Main Street Financial Solutions first reported a position in Broadridge in Q4 2022 and held it in 14 quarters.
  • Main Street Financial Solutions's Broadridge position peaked at $463K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.