Mission Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $433K | Sell |
3,159
-244
| -7% | -$36.9K | 0.01% | 734 |
|
|
2026
Q1 | $553K | Buy |
3,403
+86
| +3% | +$16.3K | 0.01% | 468 |
|
|
2025
Q4 | $740K | Sell |
3,317
-721
| -18% | -$164K | 0.01% | 398 |
|
|
2025
Q3 | $962K | Buy |
4,038
+298
| +8% | +$74.2K | 0.02% | 340 |
|
|
2025
Q2 | $909K | Buy |
3,740
+106
| +3% | +$25.2K | 0.02% | 348 |
|
|
2025
Q1 | $881K | Sell |
3,634
-1
| -0% | -$235 | 0.02% | 334 |
|
|
2024
Q4 | $822K | Sell |
3,635
-20
| -0.5% | -$4.48K | 0.02% | 324 |
|
|
2024
Q3 | $786K | Buy |
3,655
+455
| +14% | +$95.2K | 0.02% | 340 |
|
|
2024
Q2 | $630K | Sell |
3,200
-3
| -0.1% | -$595 | 0.02% | 361 |
|
|
2024
Q1 | $656K | Sell |
3,203
-34
| -1% | -$6.86K | 0.02% | 369 |
|
|
2023
Q4 | $666K | Sell |
3,237
-11
| -0.3% | -$2.03K | 0.02% | 311 |
|
|
2023
Q3 | $581K | Sell |
3,248
-135
| -4% | -$23.9K | 0.02% | 314 |
|
|
2023
Q2 | $560K | Buy |
3,383
+2
| +0.1% | +$303 | 0.02% | 320 |
|
|
2023
Q1 | $496K | Buy |
3,381
+1
| +0% | +$143 | 0.02% | 339 |
|
|
2022
Q4 | $453K | Sell |
3,380
-24
| -0.7% | -$3.41K | 0.02% | 338 |
|
|
2022
Q3 | $491K | Buy |
3,404
+33
| +1% | +$5.36K | 0.03% | 296 |
|
|
2022
Q2 | $481K | Buy |
3,371
+7
| +0.2% | +$1.02K | 0.03% | 302 |
|
|
2022
Q1 | $523K | Sell |
3,364
-14
| -0.4% | -$2.15K | 0.02% | 303 |
|
|
2021
Q4 | $618K | Buy |
3,378
+61
| +2% | +$10.7K | 0.03% | 270 |
|
|
2021
Q3 | $553K | Buy |
3,317
+950
| +40% | +$162K | 0.03% | 270 |
|
|
2021
Q2 | $382K | Buy |
2,367
+91
| +4% | +$14.5K | 0.02% | 343 |
|
|
2021
Q1 | $348K | Sell |
2,276
-5
| -0.2% | -$738 | 0.02% | 332 |
|
|
2020
Q4 | $349K | Hold |
2,281
| – | – | 0.02% | 315 |
|
|
2020
Q3 | $301K | Hold |
2,281
| – | – | 0.02% | 276 |
|
|
2020
Q2 | $288K | Buy |
2,281
+5
| +0.2% | +$579 | 0.02% | 260 |
|
|
2020
Q1 | $216K | Hold |
2,276
| – | – | 0.02% | 273 |
|
|
2019
Q4 | $281K | Sell |
2,276
-6
| -0.3% | -$734 | 0.03% | 264 |
|
|
2019
Q3 | $284K | Buy |
2,282
+6
| +0.3% | +$773 | 0.03% | 243 |
|
|
2019
Q2 | $291K | Sell |
2,276
-188
| -8% | -$22.6K | 0.03% | 240 |
|
|
2019
Q1 | $256K | Buy |
2,464
+1
| +0% | +$100 | 0.03% | 258 |
|
|
2018
Q4 | $237K | Buy |
2,463
+1
| +0% | +$108 | 0.03% | 230 |
|
|
2018
Q3 | $325K | Buy |
2,462
+220
| +10% | +$27.9K | 0.04% | 201 |
|
|
2018
Q2 | $258K | Sell |
2,242
-1,099
| -33% | -$124K | 0.04% | 215 |
|
|
2018
Q1 | $366K | Buy |
3,341
+399
| +14% | +$39.6K | 0.06% | 145 |
|
|
2017
Q4 | $266K | Buy |
2,942
+325
| +12% | +$28.4K | 0.05% | 167 |
|
|
2017
Q3 | $212K | Buy |
+2,617
| New | +$202K | 0.04% | 181 |
|
Other funds holding BR
JT
Mission Wealth Management's BR Position: Q2 2026 in Review
Mission Wealth Management reduced its Broadridge (BR) stake by 7.2% in Q2 2026, selling an estimated $36.9K and leaving 3,159 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #734.
Mission Wealth Management first reported a position in BR in Q3 2017 and has held it in 36 quarters since. The position peaked at $962K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Mission Wealth Management held 3,159 shares of Broadridge worth $433K as of Q2 2026.
- Mission Wealth Management sold 244 Broadridge shares in Q2 2026, an estimated $36.9K.
- Broadridge made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #734 holding.
- Mission Wealth Management first reported a position in Broadridge in Q3 2017 and has held it in 36 quarters since.
- Mission Wealth Management's Broadridge position peaked at $962K in Q3 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.