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PFW Advisors’s Broadridge BR Stock Holding History

PFW 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 		$852K Buy
+6,220
New +$939K 0.25% 67

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFW Advisors's BR Position: Q2 2026 in Review

PFW Advisors opened a new position in Broadridge (BR) in Q2 2026: 6,220 shares worth $852K. The stake represents 0.25% of the portfolio and ranks #67 among its holdings.

163 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • PFW Advisors held 6,220 shares of Broadridge worth $852K as of Q2 2026.
  • Broadridge was a new PFW Advisors position in Q2 2026.
  • Broadridge made up 0.25% of PFW Advisors's portfolio in Q2 2026, its #67 holding.
  • 163 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.