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Mosley Wealth Management’s Broadridge BR Stock Holding History

Mosley Wealth Management’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 		$137 Buy
+1
New +$151 ﹤0.01% 744

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mosley Wealth Management's BR Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Broadridge (BR) in Q2 2026: 1 share worth $137. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings.

532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Mosley Wealth Management held 1 share of Broadridge worth $137 as of Q2 2026.
  • Broadridge was a new Mosley Wealth Management position in Q2 2026.
  • Broadridge made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #744 holding.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.