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New Age Alpha Advisors’s Broadridge BR Stock Holding History

New Age Alpha 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 		$106K Sell
774
-34,857
-98% -$5.26M ﹤0.01% 839
2026
Q1 		$5.79M Sell
35,631
-1,280
-3% -$243K 0.27% 103
2025
Q4 		$8.24M Buy
36,911
+12,569
+52% +$2.87M 0.35% 57
2025
Q3 		$5.8M Sell
24,342
-651
-3% -$162K 0.24% 109
2025
Q2 		$6.07M Sell
24,993
-1,362
-5% -$324K 0.27% 92
2025
Q1 		$6.39M Sell
26,355
-16,276
-38% -$3.83M 0.29% 89
2024
Q4 		$9.64M Buy
42,631
+42,554
+55,265% +$9.53M 0.39% 58
2024
Q3 		$16.6K Buy
+77
New +$16.1K 0.01% 126

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

New Age Alpha Advisors's BR Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Broadridge (BR) stake by 98% in Q2 2026, selling an estimated $5.26M and leaving 774 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

New Age Alpha Advisors first reported a position in BR in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.64M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • New Age Alpha Advisors held 774 shares of Broadridge worth $106K as of Q2 2026.
  • New Age Alpha Advisors sold 34,857 Broadridge shares in Q2 2026, an estimated $5.26M.
  • Broadridge made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #839 holding.
  • New Age Alpha Advisors first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Broadridge position peaked at $9.64M in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.