Millington Financial Advisors’s Broadridge BR Stock Holding History

Millington Financial 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	–	Sell	-9,905	Closed	-$1.55M	–	129
2026 Q1	$1.55M	Buy	9,905 +139	+1%	+$26.4K	0.65%	42
2025 Q4	$1.78M	Buy	+9,766	New	+$2.23M	0.79%	41

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

Millington Financial Advisors's BR Position: Q2 2026 in Review

Millington Financial Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 9,905 shares — an estimated $1.55M sold.

Millington Financial Advisors first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $1.78M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Millington Financial Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Millington Financial Advisors sold 9,905 Broadridge shares in Q2 2026, an estimated $1.55M.
Millington Financial Advisors first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
Millington Financial Advisors's Broadridge position peaked at $1.78M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.