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Mirabella Financial Services’s Broadridge BR Stock Holding History

Mirabella Financial Services’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 		$331K Buy
2,417
+45
+2% +$6.8K 0.03% 409
2026
Q1 		$385K Buy
+2,372
New +$451K 0.04% 361
2022
Q3 		– Sell
-5,236
Closed -$747K – 348
2022
Q2 		$747K Buy
+5,236
New +$760K 0.07% 190
2021
Q2 		– Sell
-1,975
Closed -$302K – 299
2021
Q1 		$302K Buy
+1,975
New +$292K 0.09% 168

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

Mirabella Financial Services's BR Position: Q2 2026 in Review

Mirabella Financial Services increased its Broadridge (BR) stake by 1.9% in Q2 2026, buying an estimated $6.8K and bringing the position to 2,417 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #409.

Mirabella Financial Services first reported a position in BR in Q1 2021 and has held it in 4 quarters since. The position peaked at $747K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Mirabella Financial Services held 2,417 shares of Broadridge worth $331K as of Q2 2026.
  • Mirabella Financial Services bought 45 Broadridge shares in Q2 2026, an estimated $6.8K.
  • Broadridge made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #409 holding.
  • Mirabella Financial Services first reported a position in Broadridge in Q1 2021 and has held it in 4 quarters since.
  • Mirabella Financial Services's Broadridge position peaked at $747K in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.