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McAdam LLC’s Broadridge BR Stock Holding History

McAdam LLC’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
-1,233
Closed -$200K – 523
2026
Q1 		$200K Buy
1,233
+211
+21% +$40.1K 0.01% 415
2025
Q4 		$228K Sell
1,022
-41
-4% -$9.35K 0.01% 382
2025
Q3 		$253K Buy
1,063
+117
+12% +$29.1K 0.01% 338
2025
Q2 		$230K Buy
946
+65
+7% +$15.4K 0.01% 339
2025
Q1 		$214K Sell
881
-70
-7% -$16.5K 0.01% 316
2024
Q4 		$215K Buy
+951
New +$213K 0.01% 329
2018
Q2 		– Sell
-11
Closed -$1K – 654
2018
Q1 		$1K Buy
+11
New +$1.09K ﹤0.01% 611

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

McAdam LLC's BR Position: Q2 2026 in Review

McAdam LLC sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,233 shares — an estimated $200K sold.

McAdam LLC first reported a position in BR in Q1 2018 and held it in 7 quarters. The position peaked at $253K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • McAdam LLC reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • McAdam LLC sold 1,233 Broadridge shares in Q2 2026, an estimated $200K.
  • McAdam LLC first reported a position in Broadridge in Q1 2018 and held it in 7 quarters.
  • McAdam LLC's Broadridge position peaked at $253K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.