OF
BR icon

Optimize Financial’s Broadridge BR Stock Holding History

Optimize Financial’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 		$330K Sell
2,411
-8
-0.3% -$1.21K 0.12% 243
2026
Q1 		$393K Buy
2,419
+597
+33% +$113K 0.19% 200
2025
Q4 		$407K Buy
1,822
+24
+1% +$5.47K 0.2% 207
2025
Q3 		$428K Buy
1,798
+264
+17% +$65.8K 0.22% 183
2025
Q2 		$373K Sell
1,534
-10
-0.6% -$2.38K 0.23% 131
2025
Q1 		$374K Sell
1,544
-60
-4% -$14.1K 0.14% 128
2024
Q4 		$363K Buy
+1,604
New +$359K 0.27% 108

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

Optimize Financial's BR Position: Q2 2026 in Review

Optimize Financial reduced its Broadridge (BR) stake by 0.33% in Q2 2026, selling an estimated $1.21K and leaving 2,411 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #243.

Optimize Financial first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Optimize Financial held 2,411 shares of Broadridge worth $330K as of Q2 2026.
  • Optimize Financial sold 8 Broadridge shares in Q2 2026, an estimated $1.21K.
  • Broadridge made up 0.12% of Optimize Financial's portfolio in Q2 2026, its #243 holding.
  • Optimize Financial first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Broadridge position peaked at $428K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.