MCF Advisors’s Broadridge BR Stock Holding History

MCF Advisors’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	$269K	Sell	1,653 -926	-36%	-$151K	0.01%	383
2026 Q2	$355K	Sell	2,579 -696	-21%	-$105K	0.01%	340
2026 Q1	$535K	Buy	3,275 +2,521	+334%	+$479K	0.02%	244
2025 Q4	$169K	Hold	754	–	–	0.01%	337
2025 Q3	$180K	Hold	754	–	–	0.01%	260
2025 Q2	$183K	Hold	754	–	–	0.01%	241
2025 Q1	$183K	Sell	754 -466	-38%	-$110K	0.01%	235
2024 Q4	$276K	Buy	1,220 +68	+6%	+$15.2K	0.02%	198
2024 Q3	$248K	Sell	1,152 -1	-0.1%	-$209	0.02%	209
2024 Q2	$228K	Hold	1,153	–	–	0.02%	217
2024 Q1	$237K	Buy	1,153 +1	+0.1%	+$202	0.02%	213
2023 Q4	$238K	Hold	1,152	–	–	0.02%	206
2023 Q3	$207K	Hold	1,152	–	–	0.02%	208
2023 Q2	$191K	Buy	1,152 +724	+169%	+$110K	0.02%	221
2023 Q1	$62.7K	Hold	428	–	–	0.01%	331
2022 Q4	$57.4K	Hold	428	–	–	0.01%	329
2022 Q3	$62K	Hold	428	–	–	0.01%	312
2022 Q2	$61K	Buy	+428	New	+$62.1K	0.01%	291
2016 Q1	–	Sell	-80	Closed	-$4K	–	438
2015 Q4	$4K	Hold	80	–	–	﹤0.01%	394
2015 Q3	$4K	Hold	80	–	–	﹤0.01%	383
2015 Q2	$4K	Hold	80	–	–	﹤0.01%	394
2015 Q1	$4K	Hold	80	–	–	﹤0.01%	381
2014 Q4	$4K	Hold	80	–	–	﹤0.01%	368
2014 Q3	$3K	Hold	80	–	–	﹤0.01%	402
2014 Q2	$3K	Hold	80	–	–	﹤0.01%	380
2014 Q1	$3K	Hold	80	–	–	﹤0.01%	377
2013 Q4	$3K	Hold	80	–	–	﹤0.01%	364
2013 Q3	$3K	Hold	80	–	–	﹤0.01%	355
2013 Q2	$3K	Buy	+80	New	+$2.06K	﹤0.01%	276

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MCF Advisors's BR Position: Q3 2026 in Review

MCF Advisors reduced its Broadridge (BR) stake by 36% in Q3 2026, selling an estimated $151K and leaving 1,653 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #383.

MCF Advisors first reported a position in BR in Q2 2013 and has held it in 29 quarters since. The position peaked at $535K in Q1 2026. 371 funds tracked by Wall St. Rank hold BR as of Q3 2026.

MCF Advisors held 1,653 shares of Broadridge worth $269K as of Q3 2026.
MCF Advisors sold 926 Broadridge shares in Q3 2026, an estimated $151K.
Broadridge made up 0.01% of MCF Advisors's portfolio in Q3 2026, its #383 holding.
MCF Advisors first reported a position in Broadridge in Q2 2013 and has held it in 29 quarters since.
MCF Advisors's Broadridge position peaked at $535K in Q1 2026.
371 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.