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MJT & Associates Financial Advisory’s Broadridge BR Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$1.77K Hold
11
– – ﹤0.01% 378
2026
Q2 		$1.51K Buy
+11
New +$1.66K ﹤0.01% 399

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MJT & Associates Financial Advisory's BR Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Broadridge (BR) position steady in Q3 2026 at 11 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

MJT & Associates Financial Advisory first reported a position in BR in Q2 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • MJT & Associates Financial Advisory held 11 shares of Broadridge worth $1.77K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Broadridge share count unchanged in Q3 2026.
  • Broadridge made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #378 holding.
  • MJT & Associates Financial Advisory first reported a position in Broadridge in Q2 2026 and has held it in 2 quarters since.
  • 114 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.