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Mutual Advisors’s Broadridge BR Stock Holding History

Mutual Advisors’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 		$419K Buy
3,061
+164
+6% +$24.8K 0.01% 1025
2026
Q1 		$471K Buy
2,897
+359
+14% +$68.2K 0.01% 909
2025
Q4 		$566K Sell
2,538
-29
-1% -$6.61K 0.01% 824
2025
Q3 		$596K Sell
2,567
-156
-6% -$38.9K 0.01% 771
2025
Q2 		$691K Buy
2,723
+308
+13% +$73.2K 0.02% 647
2025
Q1 		$574K Buy
2,415
+475
+24% +$112K 0.02% 658
2024
Q4 		$448K Buy
1,940
+204
+12% +$45.7K 0.01% 740
2024
Q3 		$376K Buy
1,736
+320
+23% +$66.9K 0.01% 810
2024
Q2 		$299K Buy
1,416
+138
+11% +$27.4K 0.01% 884
2024
Q1 		$262K Buy
1,278
+57
+5% +$11.5K 0.01% 923
2023
Q4 		$251K Buy
1,221
+35
+3% +$6.46K 0.01% 881
2023
Q3 		$212K Sell
1,186
-709
-37% -$126K 0.01% 900
2023
Q2 		$314K Sell
1,895
-166
-8% -$25.1K 0.01% 795
2023
Q1 		$302K Buy
+2,061
New +$295K 0.01% 776

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

Mutual Advisors's BR Position: Q2 2026 in Review

Mutual Advisors increased its Broadridge (BR) stake by 5.7% in Q2 2026, buying an estimated $24.8K and bringing the position to 3,061 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1025.

Mutual Advisors first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $691K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Mutual Advisors held 3,061 shares of Broadridge worth $419K as of Q2 2026.
  • Mutual Advisors bought 164 Broadridge shares in Q2 2026, an estimated $24.8K.
  • Broadridge made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1025 holding.
  • Mutual Advisors first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • Mutual Advisors's Broadridge position peaked at $691K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.