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 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%	363
2013 Q3	$3K	Hold	80	–	–	﹤0.01%	353
2013 Q2	$3K	Buy	+80	New	+$2.06K	﹤0.01%	276

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

MCF Advisors's BR Position: Q2 2026 in Review

MCF Advisors reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $105K and leaving 2,579 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #340.

MCF Advisors first reported a position in BR in Q2 2013 and has held it in 28 quarters since. The position peaked at $535K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

MCF Advisors held 2,579 shares of Broadridge worth $355K as of Q2 2026.
MCF Advisors sold 696 Broadridge shares in Q2 2026, an estimated $105K.
Broadridge made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #340 holding.
MCF Advisors first reported a position in Broadridge in Q2 2013 and has held it in 28 quarters since.
MCF Advisors's Broadridge position peaked at $535K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.