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OneDigital Investment Advisors’s Broadridge BR Stock Holding History

OneDigital Investment 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 		– Sell
-1,667
Closed -$271K – 1582
2026
Q1 		$271K Sell
1,667
-651
-28% -$124K ﹤0.01% 1239
2025
Q4 		$517K Sell
2,318
-854
-27% -$195K 0.01% 930
2025
Q3 		$756K Sell
3,172
-79
-2% -$19.7K 0.01% 761
2025
Q2 		$790K Buy
3,251
+10
+0.3% +$2.38K 0.01% 724
2025
Q1 		$786K Buy
3,241
+267
+9% +$62.8K 0.01% 686
2024
Q4 		$672K Sell
2,974
-36
-1% -$8.06K 0.01% 776
2024
Q3 		$647K Sell
3,010
-284
-9% -$59.4K 0.01% 831
2024
Q2 		$649K Buy
3,294
+152
+5% +$30.2K 0.01% 789
2024
Q1 		$644K Buy
3,142
+24
+0.8% +$4.84K 0.01% 646
2023
Q4 		$642K Buy
3,118
+1,264
+68% +$233K 0.01% 626
2023
Q3 		$332K Sell
1,854
-21
-1% -$3.72K 0.01% 776
2023
Q2 		$311K Buy
1,875
+382
+26% +$57.8K 0.01% 815
2023
Q1 		$219K Sell
1,493
-446
-23% -$63.8K 0.01% 884
2022
Q4 		$260K Buy
+1,939
New +$275K 0.01% 709
2019
Q3 		– Sell
-100
Closed -$13K – 626
2019
Q2 		$13K Hold
100
– – ﹤0.01% 889
2019
Q1 		$10K Hold
100
– – ﹤0.01% 873
2018
Q4 		$10K Buy
+100
New +$10.8K ﹤0.01% 845

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneDigital Investment Advisors's BR Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,667 shares — an estimated $271K sold.

OneDigital Investment Advisors first reported a position in BR in Q4 2018 and held it in 17 quarters. The position peaked at $790K in Q2 2025. 708 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,667 Broadridge shares in Q2 2026, an estimated $271K.
  • OneDigital Investment Advisors first reported a position in Broadridge in Q4 2018 and held it in 17 quarters.
  • OneDigital Investment Advisors's Broadridge position peaked at $790K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.