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MGO One Seven’s Broadridge BR Stock Holding History

MGO One Seven’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
-1,667
Closed -$271K – 1556
2026
Q1 		$271K Buy
1,667
+73
+5% +$13.9K 0.01% 1179
2025
Q4 		$356K Sell
1,594
-4
-0.3% -$912 0.01% 1035
2025
Q3 		$381K Sell
1,598
-508
-24% -$127K 0.01% 919
2025
Q2 		$512K Buy
2,106
+681
+48% +$162K 0.02% 719
2025
Q1 		$346K Buy
1,425
+180
+14% +$42.4K 0.01% 759
2024
Q4 		$281K Sell
1,245
-9
-0.7% -$2.02K 0.01% 868
2024
Q3 		$270K Buy
1,254
+123
+11% +$25.7K 0.01% 810
2024
Q2 		$223K Sell
1,131
-553
-33% -$110K 0.01% 876
2024
Q1 		$345K Sell
1,684
-4
-0.2% -$807 0.02% 676
2023
Q4 		$347K Sell
1,688
-8
-0.5% -$1.48K 0.02% 659
2023
Q3 		$304K Sell
1,696
-245
-13% -$43.4K 0.02% 612
2023
Q2 		$321K Buy
1,941
+26
+1% +$3.93K 0.03% 573
2023
Q1 		$281K Sell
1,915
-594
-24% -$85K 0.02% 695
2022
Q4 		$337K Buy
2,509
+402
+19% +$57.1K 0.03% 517
2022
Q3 		$304 Buy
2,107
+365
+21% +$59.2K 0.01% 539
2022
Q2 		$248K Buy
1,742
+59
+4% +$8.56K 0.03% 520
2022
Q1 		$262K Sell
1,683
-525
-24% -$80.6K 0.03% 542
2021
Q4 		$404K Buy
+2,208
New +$388K 0.04% 419
2019
Q1 		– Sell
-111
Closed -$10K – 564
2018
Q4 		$10K Buy
+111
New +$12K ﹤0.01% 1133
2018
Q1 		$12K Hold
111
– – 0.01% 1031
2017
Q4 		$10K Buy
+111
New +$9.69K ﹤0.01% 1081

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

MGO One Seven's BR Position: Q2 2026 in Review

MGO One Seven sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,667 shares — an estimated $271K sold.

MGO One Seven first reported a position in BR in Q4 2017 and held it in 21 quarters. The position peaked at $512K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • MGO One Seven reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • MGO One Seven sold 1,667 Broadridge shares in Q2 2026, an estimated $271K.
  • MGO One Seven first reported a position in Broadridge in Q4 2017 and held it in 21 quarters.
  • MGO One Seven's Broadridge position peaked at $512K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.