MFG
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Merit Financial Group’s Broadridge BR Stock Holding History

Merit Financial 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 		$1.23M Sell
9,018
-7,056
-44% -$1.07M 0.01% 977
2026
Q1 		$2.61M Buy
16,074
+6,235
+63% +$1.18M 0.02% 570
2025
Q4 		$2.2M Sell
9,839
-1,264
-11% -$288K 0.02% 610
2025
Q3 		$2.64M Sell
11,103
-331
-3% -$82.4K 0.02% 474
2025
Q2 		$2.78M Buy
11,434
+1,804
+19% +$429K 0.03% 423
2025
Q1 		$2.33M Buy
9,630
+1,767
+22% +$416K 0.04% 379
2024
Q4 		$1.78M Buy
7,863
+1,959
+33% +$439K 0.03% 378
2024
Q3 		$1.27M Sell
5,904
-834
-12% -$174K 0.03% 360
2024
Q2 		$1.33M Buy
6,738
+742
+12% +$147K 0.03% 348
2024
Q1 		$1.19M Buy
5,996
+1,855
+45% +$374K 0.03% 355
2023
Q4 		$852K Buy
4,141
+1,214
+41% +$224K 0.03% 352
2023
Q3 		$524K Buy
2,927
+868
+42% +$154K 0.02% 450
2023
Q2 		$341K Buy
2,059
+319
+18% +$48.3K 0.01% 562
2023
Q1 		$255K Buy
+1,740
New +$249K 0.01% 545

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

Merit Financial Group's BR Position: Q2 2026 in Review

Merit Financial Group reduced its Broadridge (BR) stake by 44% in Q2 2026, selling an estimated $1.07M and leaving 9,018 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #977.

Merit Financial Group first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.78M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Merit Financial Group held 9,018 shares of Broadridge worth $1.23M as of Q2 2026.
  • Merit Financial Group sold 7,056 Broadridge shares in Q2 2026, an estimated $1.07M.
  • Broadridge made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #977 holding.
  • Merit Financial Group first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • Merit Financial Group's Broadridge position peaked at $2.78M in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.