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Park Avenue Securities’s Broadridge BR Stock Holding History

Park Avenue Securities’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 		$534K Sell
3,900
-925
-19% -$140K ﹤0.01% 1255
2026
Q1 		$784K Sell
4,825
-1,535
-24% -$292K 0.01% 921
2025
Q4 		$1.42M Sell
6,360
-1,627
-20% -$371K 0.01% 658
2025
Q3 		$1.9M Sell
7,987
-1,166
-13% -$290K 0.01% 604
2025
Q2 		$2.22M Buy
+9,153
New +$2.18M 0.02% 485
2025
Q1 		– Sell
-10,136
Closed -$2.29M – 1213
2024
Q4 		$2.29M Buy
10,136
+2,755
+37% +$617K 0.02% 425
2024
Q3 		$1.59M Sell
7,381
-862
-10% -$180K 0.02% 497
2024
Q2 		$1.62M Buy
8,243
+124
+2% +$24.6K 0.02% 480
2024
Q1 		$1.66M Buy
8,119
+12
+0.1% +$2.42K 0.02% 468
2023
Q4 		$1.67M Sell
8,107
-492
-6% -$90.8K 0.02% 430
2023
Q3 		$1.54M Buy
+8,599
New +$1.52M 0.02% 413
2023
Q1 		– Sell
-6,699
Closed -$899K – 755
2022
Q4 		$899K Sell
6,699
-160
-2% -$22.7K 0.02% 573
2022
Q3 		$990K Sell
6,859
-283
-4% -$45.9K 0.02% 459
2022
Q2 		$1.02M Buy
7,142
+1,017
+17% +$148K 0.02% 457
2022
Q1 		$954K Buy
6,125
+710
+13% +$109K 0.02% 499
2021
Q4 		$990K Buy
5,415
+3,635
+204% +$639K 0.02% 484
2021
Q3 		$297K Buy
1,780
+1
+0.1% +$170 0.01% 855
2021
Q2 		$287K Buy
+1,779
New +$284K 0.01% 851
2020
Q1 		– Sell
-1,621
Closed -$200K – 329
2019
Q4 		$200K Buy
+1,621
New +$198K 0.01% 579
2019
Q2 		– Sell
-2,419
Closed -$254K – 277
2019
Q1 		$254K Buy
+2,419
New +$243K 0.01% 363
2018
Q4 		– Sell
-1,758
Closed -$229K – 212
2018
Q3 		$229K Buy
+1,758
New +$223K 0.04% 168
2017
Q3 		– Sell
-6,563
Closed -$493K – 133
2017
Q2 		$493K Buy
6,563
+449
+7% +$32.4K 0.05% 80
2017
Q1 		$414K Buy
6,114
+562
+10% +$38.1K 0.19% 23
2016
Q4 		$366K Buy
5,552
+558
+11% +$36.3K 0.18% 29
2016
Q3 		$337K Buy
4,994
+759
+18% +$51.8K 0.2% 23
2016
Q2 		$277K Buy
+4,235
New +$262K 0.05% 64

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Park Avenue Securities's BR Position: Q2 2026 in Review

Park Avenue Securities reduced its Broadridge (BR) stake by 19% in Q2 2026, selling an estimated $140K and leaving 3,900 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Park Avenue Securities first reported a position in BR in Q2 2016 and has held it in 26 quarters since. The position peaked at $2.29M in Q4 2024. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Park Avenue Securities held 3,900 shares of Broadridge worth $534K as of Q2 2026.
  • Park Avenue Securities sold 925 Broadridge shares in Q2 2026, an estimated $140K.
  • Broadridge made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1255 holding.
  • Park Avenue Securities first reported a position in Broadridge in Q2 2016 and has held it in 26 quarters since.
  • Park Avenue Securities's Broadridge position peaked at $2.29M in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.