Portus Wealth Advisors’s Broadridge BR Stock Holding History

Portus 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	-8	Closed	-$1.3K	–	111
2026 Q1	$1.3K	Buy	+8	New	+$1.52K	﹤0.01%	350

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Portus Wealth Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 8 shares — an estimated $1.3K sold.

Portus Wealth Advisors first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $1.3K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Portus Wealth Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 8 Broadridge shares in Q2 2026, an estimated $1.3K.
Portus Wealth Advisors first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Broadridge position peaked at $1.3K in Q1 2026.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.