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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's BR Position: Q1 2026 in Review

Mutual Advisors increased its Broadridge (BR) stake by 14% in Q1 2026, buying an estimated $68.2K and bringing the position to 2,897 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #909.

Mutual Advisors first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $691K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Mutual Advisors held 2,897 shares of Broadridge worth $471K as of Q1 2026.
  • Mutual Advisors bought 359 Broadridge shares in Q1 2026, an estimated $68.2K.
  • Broadridge made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #909 holding.
  • Mutual Advisors first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
  • Mutual Advisors's Broadridge position peaked at $691K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.