Physician Wealth Advisors’s Broadridge BR Stock Holding History

Physician 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	$1.64K	Buy	12 +4	+50%	+$604	﹤0.01%	1587
2026 Q1	$1.3K	Sell	8 -6	-43%	-$1.14K	﹤0.01%	1539
2025 Q4	$3.13K	Buy	14 +12	+600%	+$2.74K	﹤0.01%	1125
2025 Q3	$477	Hold	2	–	–	﹤0.01%	1828
2025 Q2	$487	Sell	2 -153	-99%	-$36.4K	﹤0.01%	1724
2025 Q1	$37.6K	Sell	155 -77	-33%	-$18.1K	0.01%	374
2024 Q4	$52.5K	Buy	+232	New	+$52K	0.01%	336

Other funds holding BR

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Physician Wealth Advisors increased its Broadridge (BR) stake by 50% in Q2 2026, buying an estimated $604 and bringing the position to 12 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Physician Wealth Advisors first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.5K in Q4 2024. 439 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Physician Wealth Advisors held 12 shares of Broadridge worth $1.64K as of Q2 2026.
Physician Wealth Advisors bought 4 Broadridge shares in Q2 2026, an estimated $604.
Broadridge made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1587 holding.
Physician Wealth Advisors first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Broadridge position peaked at $52.5K in Q4 2024.
439 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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