Prospera Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.41M | Buy |
10,299
+1,487
| +17% | +$225K | 0.02% | 624 |
|
|
2026
Q1 | $1.43M | Buy |
8,812
+4,033
| +84% | +$766K | 0.02% | 593 |
|
|
2025
Q4 | $1.07M | Buy |
4,779
+51
| +1% | +$11.6K | 0.02% | 654 |
|
|
2025
Q3 | $1.13M | Hold |
4,728
| – | – | 0.02% | 636 |
|
|
2025
Q2 | $1.15M | Sell |
4,728
-403
| -8% | -$95.8K | 0.02% | 612 |
|
|
2025
Q1 | $1.24M | Sell |
5,131
-44
| -0.9% | -$10.4K | 0.03% | 503 |
|
|
2024
Q4 | $1.17M | Buy |
5,175
+92
| +2% | +$20.6K | 0.03% | 497 |
|
|
2024
Q3 | $1.09M | Sell |
5,083
-93
| -2% | -$19.5K | 0.03% | 485 |
|
|
2024
Q2 | $1.02M | Buy |
5,176
+74
| +1% | +$14.7K | 0.03% | 492 |
|
|
2024
Q1 | $1.05M | Buy |
5,102
+119
| +2% | +$24K | 0.03% | 486 |
|
|
2023
Q4 | $1.03M | Buy |
4,983
+54
| +1% | +$9.96K | 0.03% | 466 |
|
|
2023
Q3 | $883K | Sell |
4,929
-380
| -7% | -$67.3K | 0.03% | 447 |
|
|
2023
Q2 | $879K | Sell |
5,309
-221
| -4% | -$33.4K | 0.03% | 453 |
|
|
2023
Q1 | $811K | Buy |
5,530
+126
| +2% | +$18K | 0.03% | 484 |
|
|
2022
Q4 | $725K | Buy |
5,404
+3
| +0.1% | +$426 | 0.04% | 441 |
|
|
2022
Q3 | $779K | Sell |
5,401
-56
| -1% | -$9.09K | 0.04% | 421 |
|
|
2022
Q2 | $778K | Buy |
5,457
+38
| +0.7% | +$5.51K | 0.04% | 424 |
|
|
2022
Q1 | $844K | Buy |
5,419
+1,720
| +46% | +$264K | 0.04% | 461 |
|
|
2021
Q4 | $676K | Sell |
3,699
-354
| -9% | -$62.2K | 0.03% | 492 |
|
|
2021
Q3 | $675K | Sell |
4,053
-11
| -0.3% | -$1.87K | 0.03% | 449 |
|
|
2021
Q2 | $656K | Sell |
4,064
-20
| -0.5% | -$3.2K | 0.03% | 461 |
|
|
2021
Q1 | $625K | Buy |
4,084
+13
| +0.3% | +$1.92K | 0.04% | 437 |
|
|
2020
Q4 | $624K | Buy |
4,071
+3,193
| +364% | +$463K | 0.04% | 380 |
|
|
2020
Q3 | $116K | Sell |
878
-3,105
| -78% | -$415K | 0.04% | 370 |
|
|
2020
Q2 | $495K | Buy |
3,983
+100
| +3% | +$11.6K | 0.04% | 354 |
|
|
2020
Q1 | $368K | Sell |
3,883
-105
| -3% | -$12K | 0.04% | 368 |
|
|
2019
Q4 | $493K | Buy |
+3,988
| New | +$488K | 0.04% | 384 |
|
|
2014
Q4 | – | Sell |
-8,500
| Closed | -$354K | – | 296 |
|
|
2014
Q3 | $354K | Hold |
8,500
| – | – | 0.1% | 168 |
|
|
2014
Q2 | $354K | Buy |
8,500
+1,300
| +18% | +$50.9K | 0.1% | 170 |
|
|
2014
Q1 | $267K | Buy |
+7,200
| New | +$270K | 0.08% | 187 |
|
Other funds holding BR
JT
Prospera Financial Services's BR Position: Q2 2026 in Review
Prospera Financial Services increased its Broadridge (BR) stake by 17% in Q2 2026, buying an estimated $225K and bringing the position to 10,299 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #624.
Prospera Financial Services first reported a position in BR in Q1 2014 and has held it in 30 quarters since. The position peaked at $1.43M in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Prospera Financial Services held 10,299 shares of Broadridge worth $1.41M as of Q2 2026.
- Prospera Financial Services bought 1,487 Broadridge shares in Q2 2026, an estimated $225K.
- Broadridge made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #624 holding.
- Prospera Financial Services first reported a position in Broadridge in Q1 2014 and has held it in 30 quarters since.
- Prospera Financial Services's Broadridge position peaked at $1.43M in Q1 2026.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.