Mount Yale Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Sell |
2,005
-388
| -16% | -$73.7K | 0.01% | 858 |
|
|
2025
Q4 | $536K | Buy |
2,393
+195
| +9% | +$44.5K | 0.03% | 447 |
|
|
2025
Q3 | $526K | Buy |
2,198
+2,158
| +5,395% | +$537K | 0.04% | 410 |
|
|
2025
Q2 | $9.72K | Sell |
40
-826
| -95% | -$196K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $210K | Sell |
866
-498
| -37% | -$117K | 0.02% | 510 |
|
|
2024
Q4 | $308K | Hold |
1,364
| – | – | 0.02% | 437 |
|
|
2024
Q3 | $293K | Hold |
1,364
| – | – | 0.03% | 442 |
|
|
2024
Q2 | $269K | Hold |
1,364
| – | – | 0.02% | 459 |
|
|
2024
Q1 | $279K | Sell |
1,364
-68
| -5% | -$13.7K | 0.02% | 466 |
|
|
2023
Q4 | $295K | Sell |
1,432
-384
| -21% | -$70.8K | 0.03% | 413 |
|
|
2023
Q3 | $325K | Hold |
1,816
| – | – | 0.04% | 376 |
|
|
2023
Q2 | $301K | Sell |
1,816
-2,639
| -59% | -$399K | 0.03% | 390 |
|
|
2023
Q1 | $653K | Sell |
4,455
-3,688
| -45% | -$528K | 0.07% | 260 |
|
|
2022
Q4 | $1.09M | Sell |
8,143
-640
| -7% | -$90.9K | 0.12% | 170 |
|
|
2022
Q3 | $1.27M | Buy |
8,783
+87
| +1% | +$14.1K | 0.17% | 132 |
|
|
2022
Q2 | $1.24M | Sell |
8,696
-4,282
| -33% | -$621K | 0.16% | 149 |
|
|
2022
Q1 | $2.02M | Sell |
12,978
-250
| -2% | -$38.4K | 0.22% | 110 |
|
|
2021
Q4 | $2.42M | Sell |
13,228
-178
| -1% | -$31.3K | 0.25% | 93 |
|
|
2021
Q3 | $2.23M | Sell |
13,406
-925
| -6% | -$158K | 0.26% | 93 |
|
|
2021
Q2 | $2.31M | Sell |
14,331
-251
| -2% | -$40.1K | 0.28% | 83 |
|
|
2021
Q1 | $2.23M | Sell |
14,582
-866
| -6% | -$128K | 0.29% | 83 |
|
|
2020
Q4 | $2.37M | Sell |
15,448
-390
| -2% | -$56.6K | 0.33% | 78 |
|
|
2020
Q3 | $2.09M | Sell |
15,838
-826
| -5% | -$110K | 0.3% | 78 |
|
|
2020
Q2 | $2.1M | Buy |
16,664
+2,464
| +17% | +$285K | 0.38% | 70 |
|
|
2020
Q1 | $1.35M | Buy |
14,200
+881
| +7% | +$101K | 0.3% | 89 |
|
|
2019
Q4 | $1.59M | Sell |
13,319
-3,290
| -20% | -$402K | 0.28% | 92 |
|
|
2019
Q3 | $1.96M | Buy |
16,609
+2,307
| +16% | +$297K | 0.35% | 72 |
|
|
2019
Q2 | $1.77M | Sell |
14,302
-368
| -3% | -$44.3K | 0.33% | 75 |
|
|
2019
Q1 | $1.52M | Buy |
14,670
+4,015
| +38% | +$403K | 0.28% | 87 |
|
|
2018
Q4 | $1.05M | Buy |
10,655
+427
| +4% | +$46.2K | 0.21% | 110 |
|
|
2018
Q3 | $1.11M | Sell |
10,228
-359
| -3% | -$45.6K | 0.19% | 107 |
|
|
2018
Q2 | $1.22M | Sell |
10,587
-5,915
| -36% | -$668K | 0.23% | 103 |
|
|
2018
Q1 | $1.81M | Buy |
+16,502
| New | +$1.64M | 0.39% | 66 |
|
Other funds holding BR
VCM
VPM
Mount Yale Investment Advisors's BR Position: Q1 2026 in Review
Mount Yale Investment Advisors reduced its Broadridge (BR) stake by 16% in Q1 2026, selling an estimated $73.7K and leaving 2,005 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #858.
Mount Yale Investment Advisors first reported a position in BR in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.42M in Q4 2021. 1,058 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Mount Yale Investment Advisors held 2,005 shares of Broadridge worth $327K as of Q1 2026.
- Mount Yale Investment Advisors sold 388 Broadridge shares in Q1 2026, an estimated $73.7K.
- Broadridge made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #858 holding.
- Mount Yale Investment Advisors first reported a position in Broadridge in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Broadridge position peaked at $2.42M in Q4 2021.
- 1,058 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.