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Opal Wealth Advisors’s Broadridge BR Stock Holding History

Opal Wealth 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
-358
Closed -$58.2K – 283
2026
Q1 		$58.2K Buy
+358
New +$68K 0.01% 375
2025
Q3 		– Sell
-319
Closed -$77.5K – 247
2025
Q2 		$77.5K Sell
319
-209
-40% -$49.7K 0.02% 304
2025
Q1 		$128K Buy
+528
New +$124K 0.04% 235
2024
Q3 		– Sell
-491
Closed -$96.7K – 320
2024
Q2 		$96.7K Buy
+491
New +$97.4K 0.03% 274

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

Opal Wealth Advisors's BR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 358 shares — an estimated $58.2K sold.

Opal Wealth Advisors first reported a position in BR in Q2 2024 and held it in 4 quarters. The position peaked at $128K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 358 Broadridge shares in Q2 2026, an estimated $58.2K.
  • Opal Wealth Advisors first reported a position in Broadridge in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Broadridge position peaked at $128K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.