Prime Capital Investment Advisors’s Broadridge BR Stock Holding History

Prime Capital Investment 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	$230K	Sell	1,681 -1,969	-54%	-$297K	﹤0.01%	970
2026 Q1	$593K	Buy	3,650 +333	+10%	+$63.3K	0.01%	630
2025 Q4	$740K	Buy	3,317 +682	+26%	+$156K	0.01%	558
2025 Q3	$628K	Buy	2,635 +1,044	+66%	+$260K	0.01%	579
2025 Q2	$387K	Buy	1,591 +409	+35%	+$97.2K	0.01%	691
2025 Q1	$287K	Buy	1,182 +179	+18%	+$42.1K	﹤0.01%	851
2024 Q4	$227K	Buy	1,003 +25	+3%	+$5.6K	﹤0.01%	808
2024 Q3	$210K	Buy	+978	New	+$205K	﹤0.01%	847
2024 Q2	–	Sell	-1,071	Closed	-$219K	–	936
2024 Q1	$219K	Buy	1,071 +52	+5%	+$10.5K	﹤0.01%	897
2023 Q4	$210K	Buy	+1,019	New	+$188K	﹤0.01%	866

Other funds holding BR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prime Capital Investment Advisors's BR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Broadridge (BR) stake by 54% in Q2 2026, selling an estimated $297K and leaving 1,681 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Prime Capital Investment Advisors first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $740K in Q4 2025. 713 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Prime Capital Investment Advisors held 1,681 shares of Broadridge worth $230K as of Q2 2026.
Prime Capital Investment Advisors sold 1,969 Broadridge shares in Q2 2026, an estimated $297K.
Broadridge made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #970 holding.
Prime Capital Investment Advisors first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
Prime Capital Investment Advisors's Broadridge position peaked at $740K in Q4 2025.
713 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.