MCG
BR icon

McCollum Christoferson Group’s Broadridge BR Stock Holding History

McCollum Christoferson Group’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
-44,183
Closed -$5.58M – 81
2026
Q1 		$5.58M Buy
44,183
+6,569
+17% +$1.25M 1.68% 26
2025
Q4 		$8.39M Sell
37,614
-985
-3% -$225K 2.43% 16
2025
Q3 		$9.19M Sell
38,599
-320
-0.8% -$79.7K 2.63% 14
2025
Q2 		$9.46M Sell
38,919
-11
-0% -$2.61K 2.81% 13
2025
Q1 		$9.44M Sell
38,930
-113
-0.3% -$26.6K 2.88% 12
2024
Q4 		$8.83M Sell
39,043
-125
-0.3% -$28K 2.61% 13
2024
Q3 		$8.42M Sell
39,168
-148
-0.4% -$31K 2.44% 19
2024
Q2 		$7.75M Sell
39,316
-1,265
-3% -$251K 2.3% 19
2024
Q1 		$8.31M Sell
40,581
-624
-2% -$126K 2.4% 19
2023
Q4 		$8.48M Sell
41,205
-535
-1% -$98.7K 2.56% 15
2023
Q3 		$7.47M Sell
41,740
-1,085
-3% -$192K 2.3% 19
2023
Q2 		$7.09M Buy
42,825
+410
+1% +$62K 2.02% 24
2023
Q1 		$6.22M Sell
42,415
-505
-1% -$72.3K 1.92% 25
2022
Q4 		$5.76M Buy
42,920
+244
+0.6% +$34.7K 1.82% 26
2022
Q3 		$6.16M Sell
42,676
-519
-1% -$84.2K 2.06% 24
2022
Q2 		$6.16M Sell
43,195
-239
-0.6% -$34.7K 1.88% 29
2022
Q1 		$6.76M Buy
43,434
+275
+0.6% +$42.2K 1.67% 33
2021
Q4 		$7.89M Buy
43,159
+535
+1% +$94K 1.78% 30
2021
Q3 		$7.1M Buy
42,624
+601
+1% +$102K 1.69% 33
2021
Q2 		$6.79M Buy
42,023
+247
+0.6% +$39.5K 1.61% 35
2021
Q1 		$6.4M Buy
41,776
+933
+2% +$138K 1.62% 37
2020
Q4 		$6.26M Buy
40,843
+1,355
+3% +$197K 1.6% 36
2020
Q3 		$5.21M Buy
39,488
+453
+1% +$60.6K 1.5% 35
2020
Q2 		$4.93M Buy
39,035
+135
+0.3% +$15.6K 1.6% 32
2020
Q1 		$3.69M Buy
38,900
+135
+0.3% +$15.4K 1.47% 36
2019
Q4 		$4.79M Buy
+38,765
New +$4.74M 1.61% 34

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

McCollum Christoferson Group's BR Position: Q2 2026 in Review

McCollum Christoferson Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 44,183 shares — an estimated $5.58M sold.

McCollum Christoferson Group first reported a position in BR in Q4 2019 and held it in 26 quarters. The position peaked at $9.46M in Q2 2025. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • McCollum Christoferson Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • McCollum Christoferson Group sold 44,183 Broadridge shares in Q2 2026, an estimated $5.58M.
  • McCollum Christoferson Group first reported a position in Broadridge in Q4 2019 and held it in 26 quarters.
  • McCollum Christoferson Group's Broadridge position peaked at $9.46M in Q2 2025.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.