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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCF Advisors's BR Position: Q1 2026 in Review

MCF Advisors increased its Broadridge (BR) stake by 334% in Q1 2026, buying an estimated $479K and bringing the position to 3,275 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #244.

MCF Advisors first reported a position in BR in Q2 2013 and has held it in 27 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

MCF Advisors held 3,275 shares of Broadridge worth $535K as of Q1 2026.
MCF Advisors bought 2,521 Broadridge shares in Q1 2026, an estimated $479K.
Broadridge made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #244 holding.
MCF Advisors first reported a position in Broadridge in Q2 2013 and has held it in 27 quarters since.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.